Harvest SSE STAR Chip ETF

SMIC discloses two new deployments in the advanced packaging field.

SMIC states that the specialty memory market is facing tight supply, and the company's related production capacity is steadily advancing with its share increasing each quarter.

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

US-China summit yields no chip deal, China may replace Nvidia with domestic chips

Hua Hong Semiconductor Reports Q1 2026 Results: Revenue Up 22%, Announces $6 Billion Expansion for Fab9B

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

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

BofA upgrades Hua Hong target price to $63 but reiterates Underperform rating on Q1 results

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

SOXL

159995

588170

562820

159516

159546

SOXX

512760

588780

588200

561980

According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

Direxion Semicon Bull 3X

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Invesco Semiconductors ETF

Guotai CSI All Share Integrated Circuit ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

Global X Robotics & Artificial

SPDR S&P Semicon

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

China Merchants CSI Semiconductor Industry ETF

iShares Future AI & Tech ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

GTJA Allianz Fund pointed out that the AI industry is driving the expansion of the semiconductor industry chain, with concentrated release of memory chip production capacity. It is expected that by 2027, the global memory chip market will undergo a structural transformation. High-quality domestic memory enterprises are rising, demonstrating strategic value in the AI era. HBM technology will be extended to consumer terminals, promoting upgrades in mobile phone memory, with a projected 92% surge in global HBM bit consumption by 2026. Investors can share in the industry's growth dividends by positioning themselves across the entire semiconductor industry chain and in the field of chip design for science and technology innovation

同壁财经

First Trust Nasdaq Food & Semicon

Roundhill Memory ETF

Samsung Electronics 

Polaris

Samsung Electronics Co., Ltd. Sponsored GDR

GTJA Allianz Fund: The tide of AI is unstoppable, and the semiconductor industry chain can still be laid out

SMSN

603578

Samsung workers are threatening an 18-day strike starting May 21, which could impact about 3% of global memory chip production. This news has positively affected competitors like Micron Technology, whose shares rose by 4.8%, reaching a market cap of $900 billion. Additionally, trading activity surged on the Hyperliquid platform, with MU contract trading volume hitting $140 million and open interest at $152 million. A whale took a significant long position in MU contracts, achieving a floating profit of $4.9 million, a 62% increase.

CoinLive

Micron Tech

THREE STARS NEW MATERIALS

XI2CSOPSMSN

Direxion Daily MU Bull 2X Shares

GF Fund CNI Semiconductor Chips ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

XI2CSOPSMSN-U

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long MU Daily ETF

SAMSUNG SEMICON

XL2CSOPSMSN

XL2CSOPSMSN-U

Samsung Workers Threaten Strike, Impact on Global Chip Production Expected

Chinese memory module manufacturers are ramping up production of DDR5 chips, led by ChangXin Memory Technologies (CXMT). Powev has begun mass production of its Sinker-branded DDR5 server memories, while other vendors are also releasing products based on CXMT's technology. CXMT aims for a domestic listing to raise 29.5 billion yuan, with its revenue rising 97.8% year-on-year. The global memory market is experiencing a strong upcycle, driven by AI demand, creating opportunities for Chinese manufacturers to secure DRAM supply and expand their product offerings.

SCMP

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

Yinhua MSCI China A ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

China Southern SSE STAR Chip ETF

XIAOMI-W

Xiaomi Corporation

TRANSSION

LENOVO GROUP

Lenovo Group

CMSC

Sugon

XIAOMI-WR

Xiaomi HK SDR 2to1

LENOVO GROUP-R

Chinese memory module makers ramp up production with new CXMT DRAM

QQEW

The Nasdaq experienced a significant drop, primarily due to losses in the semiconductor sector as investors took profits. The 10-year Treasury yield reached its highest level since February 2025, raising concerns about borrowing costs and stock valuations. Meanwhile, tensions with Iran continue as Trump postponed a military strike amid ongoing peace talks, contributing to geopolitical uncertainty.

- The Nasdaq experienced a significant decline due to losses in the semiconductor sector, as investors took profits after a rally.  
- The 10-year Treasury yield reached its highest level since February 2025, which raised concerns over borrowing costs and stock valuations.  
- Tensions with Iran continue, with Trump postponing a military strike during peace talks, which has slightly eased oil prices but maintains high geopolitical uncertainty.

First Trust NASDAQ-100 Equal Weighted

Invesco QQQ Trust

ProShares Ultra QQQ

Spdr Select Tech

SPDR S&P Software

Invesco Nasdaq 100 ETF

Proshares UltraPro QQQ

Pro Ultrshort Qqq

Direxion Semicon Bear 3X

Tianhong CSI Computer Theme ETF

iShares Expanded Tech Software Sector ETF

NASDAQ Composite Index

Tech selloff deepens as yields climb and Iran tensions linger

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

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

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

INTC

04335

AP Memory Technology Corp (Aipukeji) stated that with the increasing demand for new stacked silicon capacitors (S-SiCap), it is expected to drive revenue growth this year and next year. The company designs low-power memory chips and will provide integrated passive devices (IPD) for Intel's advanced packaging technology, known as Embedded Multi-die Interconnect Bridge (EMIB). AP Memory hopes to balance its product supply to avoid over-reliance on any single product

- AP Memory Technology Corp predicts revenue growth driven by increasing demand for new stack silicon capacitors amid the AI boom.  
- The company expects significant contributions from integrated passive devices as it balances its product offerings, aiming for sustainable growth.  
- AP Memory's revenue rose to NT$2.1 billion in Q1, with net profit more than doubling, while it seeks additional capacity through new foundry partnerships.

Intel

INTEL-T

GraniteShares 2x Long INTC Daily ETF

Taiwan Semiconductor

AP Memory seeks to balance rising demand

IGPT

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) purchased shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) valued between $15,001 and $50,000 on April 14th, as disclosed in a filing on May 8th. The transaction was made through his "150 MAIN STREET TRUST > BANK OF AMERICA" account. AMD's stock has shown significant performance, with a recent EPS of $1.37, beating estimates, and a revenue increase of 37.8% year-over-year. Analysts have varied ratings on AMD, with a consensus rating of "Moderate Buy" and an average price target of $388.84.

- Representative Gilbert Ray Cisneros, Jr. disclosed a purchase of Advanced Micro Devices, Inc. shares valued between $15,001 and $50,000 on April 14th, 2026.  
- In addition, he made several trades on May 1st, involving purchases and sales of shares in various companies, including Revvity and Flex.  
- Advanced Micro Devices recently reported beating earnings estimates and experiencing significant revenue growth, with analysts setting new price targets and ratings for the stock.

Market Beat

Invesco AI and Next Gen Software ETF

GraniteShares 2x Long AMD Daily ETF

SPDR S&P 500

Direxion Daily AMD Bull 2X Shares

First Trust Cloud Computing

Ark Innovation ETF

Global X Cloud Computing ETF

VG Info Tech

Direxion Daily AMD Bear 1X Shares

VG Total Stock

VG S&P 500

State Street Corp.

Invesco S&P 500 Equal Weight Tech ETF

Global X Data Center & Dgtl Infrs ETF

Revvity

Flex

LPL Financial

FirstService

SS&C Tech

Wayfair

Steris

Doordash

Sensata Tech

Veralto

NVIDIA

Stifel Financial

Jefferies Financial

PNC Financial Services

NVIDIA Corporation

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

513040

BABX

On May 19th, the A-share market experienced a major reversal, with the Shanghai Composite Index rising 0.92% to 4,169.54 points, and the chip and semiconductor sectors performing strongly. Hwabao SSE STAR Artificial Intelligence ETF and SSE STAR Chip ETF rose by 4.21% and 3.82%, respectively. The power ETF reached a historical high, and the Hong Kong stock internet ETF also rebounded, with Tencent Holdings rising over 4%. Multiple institutions are optimistic about the Hong Kong stock internet sector capitalizing on AI diffusion opportunities, as Alibaba and Tencent are transforming into "AI + Cloud" technology platforms

E Fund CSI HK Connect Internet ETF

BABA 2x Long Daily ETF - GraniteShares

Hwabao WP CSI All Share Electric Utilities ETF

Hwabao WP SSE STAR Artificial Intelligence ETF

Hwabao CSI HK Equities Internet ETF

KraneShares 2x Long BABA Daily ETF

Guotai CSI Hong Kong Connect Internet ETF

Hwabao WP SSE STAR Chip ETF

Hwabao WP SZSE ChiNext Artificial Intelligence ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

CICC

Dongxing Securities Co., Ltd.

Cinda Securities

TENCENT

Tencent

BABA-W

Alibaba

VeriSilicon

Amlogic

Cambricon

Kingsoft Office

Explosive! The STAR Artificial Intelligence and STAR Chip sectors have surged in a reversal, the "dark side of light" has erupted, and Hwabao Fund's Electric Utilities ETF closed at a new high! Hong Kong's internet sector is brewing a turnaround

Harvest SSE STAR Chip ETF(588200.SH)