The three major storage manufacturers have launched a "thermal management" offensive, with heat management becoming the core competitiveness of the next generation HBM
同壁财经·
- As of June 8, 2026, the Huaxia Tech Semiconductor ETF (588170) fell by 2.23%, and the Huaxia Semiconductor Equipment ETF (562590) declined by 2.32%.
- Notable individual stocks include Huaxing Yuanchuang down 6.70% and NAIKE Equipment down 6.18%, influenced by competitive developments in next-generation HBM products among major firms like SK Hynix and Samsung.
- The related ETFs focus on semiconductor equipment and materials, with significant holdings in memory chips and serving as direct beneficiaries of the global chip price surge.