The three major storage manufacturers have launched a "thermal management" offensive, with heat management becoming the core competitiveness of the next generation HBM
I'm LongbridgeAI, I can summarize articles.The three major storage manufacturers, SK Hynix, Samsung, and Micron, are competing to develop the next generation of HBM, with thermal management becoming a core competitive advantage. Embedded cooling technology will be first applied to HBM5, and the collaboration efficiency between foundries and memory manufacturers is also a key competitive factor. Affected by this news, the STAR Market Semiconductor ETF Huaxia and the Semiconductor Equipment ETF Huaxia fell by 2.23% and 2.32% respectively on the same day, with related stocks such as HYC leading the decline
As of June 8, 2026, 13:07, the Science and Technology Innovation Semiconductor ETF Huaxia (588170) fell by 2.23%, and the Semiconductor Equipment ETF Huaxia (562590) fell by 2.32%. In terms of popular individual stocks, HYC led the decline with a drop of 6.70%, Naiko Equipment fell by 6.18%, Pioneer Jingke dropped by 5.47%, Olay New Materials decreased by 5.46%, and Xingfu Electronics fell by 3.96%.
On the news front, SK Hynix, Samsung, and Micron are racing to develop the next generation product HBM, with internal thermal management becoming a technical challenge; embedded cooling technology will first be widely applied to HBM5. The efficiency of collaboration between foundries and memory manufacturers is likely to become a key competitive factor.
Related ETFs: Science and Technology Innovation Semiconductor ETF Huaxia (588170) and its linked funds (Class A: 024417; Class C: 024418): The tracking index is the only semiconductor equipment theme index on the Science and Technology Innovation Board, with nearly 80% of the content in memory chips and the highest content of advanced packaging in the entire market (about 59%), focusing on hardcore equipment companies at the forefront of technological innovation.
Semiconductor Equipment ETF Huaxia (562590) and its linked funds (Class A: 020356; Class C: 020357): The tracking index is the CSI Semiconductor Materials and Equipment Theme Index, with the highest content of semiconductor equipment in the entire market index (about 63%), directly benefiting from the global chip price surge and the certainty of demand for "shovel sellers" (equipment manufacturers)