Semiconductors

MACMIC

MACMIC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 308.81 M, actual EPS CNY 0.0043

MACMIC to Release FY2026 Q1 Earnings on April 30 After-Market (BJT)

MACMIC to release FY2025 earnings report on April 30, pre-market (BJT), forecast revenue CNY 1.708 B, EPS CNY 0.7

MACMIC released FY2025 Annual Earnings on February 27 Pre-Market (BJT), actual revenue CNY 1.348 B (forecast CNY 1.708 B), actual EPS CNY 0.08 (forecast CNY 0.7)

MACMIC released FY2025 Q4 earnings on February 27 Pre-Market (BJT), actual revenue CNY 363.21 M (forecast CNY 1.025 B), actual EPS CNY 0.0567 (forecast CNY 0.5714)

MACMIC released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 302.87 M (forecast CNY 898.3 M), actual EPS CNY 0.0111 (forecast CNY 0.5)

MACMIC released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 983.14 M, actual EPS CNY 0.0251

MACMIC to release FY2025 Q3 earnings on October 31 After-Market BJT, forecast revenue CNY 898.3 M, EPS CNY 0.5

MACMIC released FY2025 Q2 earnings on August 28 Pre-Market (BJT), actual revenue CNY 382.84 M (forecast CNY 771.22 M), actual EPS CNY 0.0088 (forecast CNY 0.45)

MACMIC released FY2025 Semi-Annual earnings on August 28 Pre-Market (BJT), actual revenue CNY 680.27 M, actual EPS CNY 0.014

MACMIC to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Hongan Microelectronics Deepens Cooperation in Controllable Fusion Technology

Huawei Microelectronics ESG Rating Upgraded to BBB

Huawei Microelectronics shareholder Hongzhong Consulting plans to 减持 820,000 shares

Hongwei Technology Announces Revenue and Net Profit Growth in Q1 2025

MACMIC released FY2025 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 297.43 M (forecast CNY 652.6 M), actual EPS CNY 0.0051 (forecast CNY 0.3571)

MACMIC to release FY2025 Q1 earnings on April 29 After-Market BJT, forecast revenue CNY 652.6 M, EPS CNY 0.3571

MACMIC to Release FY2024 Annual Earnings on April 15 After-Market BJT, Forecast Revenue 1.388 B CNY, EPS 0.27 CNY

Hongwei Technology Achieves Technological Breakthroughs in Third-Generation Semiconductors, Successfully Develops 1200V SiC Modules and Chips

Hongwei Technology 2024 Annual Performance Report: Operating Income of 1.332 Billion Yuan, Net Loss of 14.0886 Million Yuan

688711

603256

Acer Chairman Chen Junsheng stated that the memory shortage will continue until mid-year, and the situation in the second half of the year needs to be observed. As major manufacturers accelerate production expansion, the supply-demand gap is expected to narrow. Since memory accounts for about 25% of the BOM, its price has risen by 50% to 100%, leading to an increase in PC prices, with a recent surge in urgent orders and a nearly 40% increase in revenue in January this year

AASTOCKS

Grace

Acer's Chen Junsheng: Memory shortages will last at least until mid-year, PC price increases trigger urgent order effects

159325

688396

SOXL

According to Nikkei Asia, the global shortage of memory chips is threatening product launches and driving up costs in the tech industry. Major personal computer manufacturers HP, Dell, Acer, and Asus are considering purchasing Chinese-made memory chips for the first time

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

Inform

GF Fund CNI Semiconductor Chips ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Invesco PHLX Semiconductor ETF

Dell Tech

Guotai CES Semiconductor Chip Industry ETF

SPDR S&P Semicon

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Biwin

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

HNAC

First Trust Nasdaq Food & Semicon

It is reported that several personal computer manufacturers are considering their first purchase of memory chips made in China

688209

688233

Semiconductor chip stocks fluctuated lower, with ThinkonSemi falling over 10%, Moore Threads down more than 5%, and AiSen Co., Ltd., FuChuang Precision, MACMIC, INJOINIC, and others following suit

Wallstreetcn

INJOINIC

ThinkonSemi

MACMIC announced that its holding subsidiary, Chip Energy, has signed a "Parts Procurement Contract" with a leading domestic new energy vehicle customer. This contract is a framework agreement and does not involve specific quantities or amounts. This cooperation reflects the customer's recognition of Chip Energy's R&D capabilities, supply chain capabilities, and product quality, which will help expand the company's supporting share in the SiC product field and enhance market competitiveness. If subsequent orders are successfully converted, it will have a positive impact on the company's operating performance

Zhitong

MACMIC: The holding subsidiary has made progress in project designation with automotive clients

688709

001309

002156

Semiconductor chip stocks fluctuated and fell, with CanSemi dropping over 10%. MACMIC, TFME, ThinkonSemi, CSMT, TWSC, and several other stocks fell over 6%

CSMT

TWSC

TFME

Semiconductor chip stocks fluctuate lower, CanSemi shares drop over 10%

MACMIC showcased its innovations in the GaN and SiC fields at the 2025 PCIM Asia exhibition, focusing on providing efficient power supply solutions for AI data centers. The company launched multiple products, including IGBT+SiC hybrid modules and 650V GaN new products, and plans to continue introducing SiC and GaN new products suitable for NVIDIA's 800V HVDC architecture to meet the rapid growth of the global power semiconductor market

MACMIC focuses on AI data center power supply innovation

According to the Qichacha APP, recently, Shanghai Aisai Infinite Semiconductor Materials Co., Ltd. was established, with Ding Ziwen as the legal representative. The business scope includes: sales of special equipment for semiconductor devices; retail of electronic components; wholesale of electronic components; sales of power electronic components; sales of semiconductor discrete devices, etc. Qichacha's equity penetration shows that the company is jointly held by MACMIC and Shanghai Hongwei Aisai Semiconductor Co., Ltd., and Zhejiang Wuxian Drill Technology Development Co., Ltd

MACMIC and others establish a semiconductor materials company

According to the Zhitong Finance APP, MACMIC disclosed its semi-annual report for 2025, reporting revenue of 680 million yuan, a year-on-year increase of 6.86%; net profit attributable to the parent company of 2.98 million yuan, a year-on-year increase of 18.45%; a net profit loss of 180,000 yuan after deducting non-recurring items; and basic earnings per share of 0.0140 yuan

MACMIC released its semi-annual performance, with a net profit attributable to the parent company of 2.98 million yuan, a year-on-year increase of 18.45%

According to the announcement from MACMIC, the company's controlling subsidiary, Changzhou Xindongneng Semiconductor Co., Ltd. (hereinafter referred to as "Xindongneng"), recently received a notification letter from a leading domestic new energy vehicle enterprise customer (hereinafter referred to as "vehicle enterprise customer"), confirming Xindongneng as the supplier for the SiC MOSFET device project of the vehicle enterprise customer

MACMIC's subsidiary has secured a project designation from a leading domestic new energy vehicle company

MACMIC announced that its shareholder Changzhou Hongzhong Consulting Management Partnership has reduced its holdings by 819,900 shares through centralized bidding from July 9, 2025, to July 30, 2025, accounting for 0.39% of the company's total share capital, with a reduction price range of 18 to 27.36 yuan/share, totaling 16.6115 million yuan; due to the remaining 100 shares not meeting the conditions for centralized bidding trading, the reduction plan was terminated early. After the reduction, Hongzhong Consulting holds 2.5682 million shares, accounting for 1.21%

MACMIC: Hongzhong Consulting completed a 0.39% reduction in holdings

MACMIC(688711.SH)