GTJA Allianz SSE STAR Chip Design Thematic ETF

China Chip Design ETF Bounces Back; Morgan Stanley Sees Bright Future for Domestic AI Chips

A 股 Semiconductor Companies Report Strong Q1 Earnings, Sci-Tech Chip Design ETF Performs Well

Adjustment in Chip Design Theme Index on Sci-Tech Innovation Board and Surge in Smartphone Storage Chip Procurement Costs Trigger Price Hikes

South Korea's February Export Growth Continues, Particularly in Chip Exports

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INTC

SOXX

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Microsoft: The new devices are powered by Intel processors. $INTC

Unusual Whales

INTEL-T

Intel

iShares Semiconductor ETF

GraniteShares 2x Long INTC Daily ETF

Direxion Daily MSFT Bear 1x Shares

ChinaAMC Guozheng Semiconductor Chip ETF

China Southern CSI Semiconductor Industry Custom ETF

YieldMax MSFT Option Income Strategy ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

T-Rex 2X Long Microsoft Daily Target ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MSFT Bull 2X Shares

VanEck Semiconductor ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Microsoft

Microsoft: The new devices are powered by Intel processors. $INTC

China's CXMT anticipates first-half revenue of 110-120 billion yuan ($17.62 billion) due to rising memory chip prices driven by AI demand. The company expects a net profit of up to 57 billion yuan, with Q1 revenue soaring over 700% year-on-year to 50.8 billion yuan. CXMT's IPO is closely monitored as a sign of China's advancements in DRAM technology.

Fidelity

China's CXMT expects revenue to surge as memory chip demand soars

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BNP Paribas has rated SMICas Outperform, citing strong 1Q results and an optimistic 2Q revenue outlook driven by higher ASP and shipment volumes in consumer and IoT sectors. The report highlights SMIC's unique capability to support Huawei's Ascend 950 PR AI chip, predicting a revenue CAGR of 19% and earnings CAGR of 42% from 2026 to 2028, with a target price of HKD86.

AASTOCKS News

SMIC

BNP Paribas

SMIC HK SDR 5to1

BNP Paribas Rates SMIC  Outperform; Primary Engine to Power CN AI Ambition

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China has launched the LineShine supercomputer at the National Supercomputing Center in Shenzhen, featuring 2.45 million domestic CPU cores and delivering up to 1.54 exaFLOPS. Unlike typical supercomputers that rely on GPUs, LineShine uses Armv9-based LX2 processors for general computing, comprising 20,480 nodes connected by a high-speed network.

TechNode

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

China unveils GPU-free LineShine supercomputer with 2.45 million domestic CPU cores

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Changxin Technology plans to raise 29.5 billion yuan through an IPO for capacity expansion and technological upgrades, expecting a net profit of 33 billion yuan by 2026. The China Universal SSE STAR Chip ETF (588750) rose over 4%, with an increase of 128.96% in the past year. The market demand for domestic semiconductor equipment has surged, with NSIG hitting the daily limit, and AI computing power driving the demand for optical modules, with the penetration rate of silicon photonics technology expected to exceed 50%

同壁财经

NSIG

China Universal SSE STAR Chip ETF

VeriSilicon

Centec Communications

AMEC

Skyverse

Maxio

Changxin plans to raise 29.5 billion yuan for capacity expansion and upgrades, igniting demand for domestic semiconductor equipment. The China Universal SSE STAR Chip ETF (588750) surged over 4% on increased volume, while the penetration rate of silicon photonics improved, and NSIG hit the daily limit of a 20cm increase

NVDX

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

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

T-Rex 2X Inverse NVIDIA Daily Target 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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科创综指

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

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

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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.

Guotai CSI All Share Integrated Circuit ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

China Merchants CSI Semiconductor Industry 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

China's leading flash memory chipmaker, YMTC, has initiated pre-IPO coaching with CITIC Securities to prepare for a potential initial public offering, according to a regulatory filing.

CITIC SEC

CITIC Securities Co., Ltd.

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

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.

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Micron Tech

Goldman Sachs

Morgan Stanley

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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

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

GTJA Allianz SSE STAR Chip Design Thematic ETF(588780.SH)

Microsoft: The new devices are powered by Intel processors. $INTC

China's CXMT expects revenue to surge as memory chip demand soars

BNP Paribas Rates SMIC Outperform; Primary Engine to Power CN AI Ambition

China unveils GPU-free LineShine supercomputer with 2.45 million domestic CPU cores

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

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

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

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

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