Guotai CES Semiconductor Chip Industry ETF

JPMorgan Chase Increases Stake in Montage Technology by HK$12.02 Million on May 14

SMIC States Significant Production Demand for Phones and PCs Will Return

Hygon Information Unveils World's First Post-Quantum Cryptography Smooth Migration Solution

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

GigaDevice Launches Three New Brushless Motor Gate Drivers

SMIC received 996 million yuan in financing purchases on May 18.

CICC maintains 'Outperform' rating on SMIC, citing benefits from localized production demand

Report: China's chip equipment localization shifts from trials to mass production

Jinhong Gas: Helium products have been stably supplied to clients such as SMIC

HSBC Research Lowers SMIC's Target Price but Maintains 'Buy' Rating

HSBC Research on SMIC: Cuts Target Price to HKD 89, Bullish on 28% Revenue Growth in 2026

SMIC's AI demand surges, with first-quarter revenue of 17.6 billion, more optimistic about full-year operations

JPMorgan raises SMIC rating to "Neutral" and lifts target price to HK$67

BOC International Maintains Buy Rating on SMIC, Raises H-Share Target Price to HKD 98.6

Citi upgrades SMIC to 'Buy' on improved utilization and pricing power

Citigroup Raises SMIC Target Price to HKD 94.1, Maintains Outperform Rating

Goldman Sachs Raises SMIC Profit Forecasts, Maintains Buy Rating with HK$135 Target Price

SMIC to Participate in the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits

Citi Upgrades SMIC to 'Buy' with a Raised Target Price of HK$28

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SOXX

SOXL

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Compal Electronics has partnered with Exascale Labs to develop integrated AI infrastructure, which includes compute, liquid cooling, modular data center design, and HVDC power architecture. They will showcase this solution at COMPUTEX 2026, aiming to provide a scalable option for cloud providers and enterprises, while enhancing Compal's role in AI data center integration.

PUBT

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

SPDR S&P Semicon

VanEck Semiconductor ETF

iShares Semiconductor ETF

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

China Southern CSI Semiconductor Industry Custom ETF

Compal partners with Exascale Labs to showcase integrated AI infrastructure at Computex 2026

NVDX

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Nvidia, valued at $5.5 trillion, is expected to continue its growth driven by its data center operations and strategic investments in AI infrastructure. By 2028, if its P/E ratio rises to 30, the stock could reach $430, doubling its current value. Nvidia's investments in companies like CoreWeave and Nokia position it as a comprehensive AI platform provider, enhancing its competitive edge in the evolving AI economy.

- Nvidia, with a market capitalization of $5.5 trillion, is the most valuable company globally, largely due to its data center operations that support advanced AI models.  
- The company is evolving from a chipmaker to a comprehensive AI infrastructure provider through significant investments, such as a $2 billion stake in CoreWeave and partnerships with Nokia, enhancing its market reach.  
- By 2028, Nvidia's stock price could potentially reach $430, reflecting its growth and diversified role in the AI economy, positioning it beyond just GPU manufacturing.

Motley Fool

T-Rex 2X Long NVIDIA Daily Target ETF

Spdr Select Tech

Direxion Daily NVDA Bull 2X Shares

ISHRS S&P Glb It

GraniteShares 2x Long NVDA Daily ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

NVIDIA

Coreweave

Lumentum

Coherent Corp.

Nokia Oyj

NVIDIA Corporation

Prediction: Nvidia Stock Will Be Worth This Much by the End of 2028

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On May 19th, semiconductor equipment and CPU stocks surged significantly, with Cambricon rising 8.40% and AMEC increasing 9.29%. Several equipment stocks reached new highs since their listing, and the semiconductor equipment ETF China Merchants rose 6.06%. Yangtze Memory Technologies released its IPO guidance report, and Changxin Technology updated its prospectus, expecting the global semiconductor equipment market to continue growing until 2029. Driven by AI, the storage industry has entered a phase of expansion and technological upgrades, and the CPU market is also developing rapidly

同壁财经

AMEC

Cambricon

China Merchants CSI Semiconductor Industry ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

LION

Skyverse

GRITEK

CMSC

Hygon Information Technology

Cambricon surged 8%, AMEC stock price reached a new high, why did CPU and semiconductor equipment rise today?

BEIJING, May 19 (Reuters) - China's ‌top ‌flash memory chipmaker ​YMTC has begun the so-called "tutoring" ‌process ⁠for a potential initial ⁠public offering, ​involving ​formal ​pre-IPO guidance ‌talks with an investment bank, a filing with ‌China's ​securities ​regulator ​showed ‌on Tuesday.(Reporting by ​Pan ​Che, Shi Bu ​and ‌Ryan WooEditing ​by Bernadette ​Baum)

Yahoo Finance

China's top flash-memory chipmaker YMTC begins pre-IPO coaching talks with investment bank

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科创综指

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The STAR Market has risen 78.98% in the past year, gathering 609 hard technology companies, with a total market value exceeding 13 trillion yuan. In 2025, revenue is expected to be nearly 1.6 trillion yuan, with a net profit exceeding 58.6 billion yuan. In the first quarter of 2026, revenue is projected to be 385.3 billion yuan, with a net profit attributable to the parent company of 23.4 billion yuan, a year-on-year increase of nearly 200%. The "1+6" system of the STAR Market promotes the development of technology companies, focusing on fields such as artificial intelligence and commercial aerospace, showcasing the innovative vitality and development potential of hard technology enterprises

STAR 50

E Fund China Science and Technology Innovation Board 50 Component ETF

Huatai-PB SSE Science and Technology Innovation Board Composite ETF

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

ChinaAMC SSE Science and Technology Innovation Board Composite ETF

ChinaAMC CSI Biotechnology Theme ETF

China Merchants CSI Biotechnology Theme ETF

E Fund CSI Biotechnology Theme ETF

Huatai-PB SSE Science and Technology Innovation Board 50 ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

TF SECURITIES

CCB Principal SSE Science and Technology Innovation Board Composite ETF

The STAR Market's performance has exploded, with net profit increasing by nearly 200% in the first quarter, gathering integrated circuits, biomedicine, and high-end equipment. The STAR Composite Index has risen by 78.98% in nearly one year

Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report to the China Securities Regulatory Commission (CSRC) in preparation for an IPO and stock market listing.

Unusual Whales

According to the website of the China Securities Regulatory Commission (CSRC), Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report in preparation for an IPO and stock market listing.

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

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Asian markets showed mixed results, with Singapore's Straits Times Index reaching a record high. Indonesia and South Korea's indices fell over 3%, lagging behind the region. Semiconductor shares faced pressure, particularly in Taiwan and Japan. The Reserve Bank of Australia paused future rate hikes amid economic concerns related to the Iran conflict. Overall, major indices fluctuated, with some markets like India's Nifty 50 and Australia's S&P/ASX 200 gaining, while others like Indonesia's IDX continued to decline.

AASTOCKS News

Guotai CSI All Share Integrated Circuit ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Harvest SSE STAR Chip ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

Harvest CSI All Share Integrated Circuit ETF

Asian Markets Mixed; Singapore Hits Record High; Indonesia, S Korea Indices Each Slide Over 3% to Lag Region; Regional Semiconductor Shares Under Pressure

Hedge funds are significantly increasing their investments in the semiconductor sector, with exposure reaching a record 19% of total global hedge fund market. Major players like Susquehanna, Goldman Sachs, and BNP Paribas have substantially boosted their holdings in the SOXX ETF. This shift marks a dramatic change from previous years, as semiconductor stocks now dominate hedge fund portfolios, reflecting a strong bullish sentiment in the market.

benzinga_article

Micron Tech

Goldman Sachs

BNP Paribas

Morgan Stanley

GS Hldg R

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Hedge Funds Go 'All-In' On Semiconductors As SOXX Exposure Hits Record Highs

Sivers Semiconductors AB (STO: SIVE) has announced a $6.6 million Year 2 funding extension for its Electronic Warfare (EW STAR) project under the Northeast Microelectronics Coalition (NEMC). This funding recognizes Sivers' strong technical progress and aims to advance wideband antenna array technologies for defense applications. The program is part of the Microelectronics Commons initiative, collaborating with organizations like BAE Systems and MIT Lincoln Laboratory.

prnewswire

BAE Systems plc

01:42 ETMicroelectronics Commons Strengthens Commitment to Sivers Semiconductors With Year 2 Funding

Guotai CES Semiconductor Chip Industry ETF(512760.SH)

Compal partners with Exascale Labs to showcase integrated AI infrastructure at Computex 2026

Prediction: Nvidia Stock Will Be Worth This Much by the End of 2028

Cambricon surged 8%, AMEC stock price reached a new high, why did CPU and semiconductor equipment rise today?

China's top flash-memory chipmaker YMTC begins pre-IPO coaching talks with investment bank

The STAR Market's performance has exploded, with net profit increasing by nearly 200% in the first quarter, gathering integrated circuits, biomedicine, and high-end equipment. The STAR Composite Index has risen by 78.98% in nearly one year

According to the website of the China Securities Regulatory Commission (CSRC), Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report in preparation for an IPO and stock market listing.

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

Asian Markets Mixed; Singapore Hits Record High; Indonesia, S Korea Indices Each Slide Over 3% to Lag Region; Regional Semiconductor Shares Under Pressure

Hedge Funds Go 'All-In' On Semiconductors As SOXX Exposure Hits Record Highs

01:42 ETMicroelectronics Commons Strengthens Commitment to Sivers Semiconductors With Year 2 Funding