GF Fund CNI Semiconductor Chips ETF

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

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

GigaDevice Launches Three New Brushless Motor Gate Drivers

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

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

Citigroup Raises SMIC Target Price to HKD 94.1, Maintains Outperform Rating

Goldman Sachs Raises SMIC Profit Forecasts, Maintains Buy Rating with HK$135 Target Price

SMIC to Participate in the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits

Citi Upgrades SMIC to 'Buy' with a Raised Target Price of HK$28

SOXL

159801

SOXQ

TQQQ

FTXL

The Invesco QQQ Trust ETF (QQQ) fell 0.61% in pre-market trading due to rising bond yields and pressure on chip stocks, following a 0.43% drop on Monday. Concerns were raised by Seagate Technology's CEO about meeting AI-led demand. Over the past five trading sessions, QQQ has declined 1.07%, but it remains up 35% year-over-year.

- The Invesco QQQ Trust ETF (QQQ), which tracks the Nasdaq 100 Index, fell 0.61% in pre-market trading due to concerns over rising bond yields and pressure on chip stocks.  
- The ETF lost 0.43% on Monday as technology and memory chip stocks declined after Seagate Technology's CEO expressed worries about meeting AI-related demand.  
- Despite a 1.07% drop over the past five sessions, QQQ has gained 35% over the past year.

Tip Ranks

SPDR S&P Semicon

VanEck Semiconductor ETF

Invesco QQQ Trust

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

Proshares UltraPro QQQ

ProShares Ultra QQQ

ProShares Shrt QQQ

First Trust Nasdaq Food & Semicon

NASDAQ-100

Seagate Tech

Why Is Invesco QQQ Trust ETF (QQQ) Falling Today, 5/19/2026?

688521

589160

588760

On May 19th, the A-share market performed strongly, with the STAR Market leading the gains. VeriSilicon's stock price reached a historical high, with an increase of over 15%. The National Bureau of Statistics released policies to support the development of artificial intelligence, promoting the standardization of computing power. China International Capital Corporation pointed out that the valuation of the A-share market is reasonable, and the AI technology and energy revolution will improve the performance of listed companies, with an expected continued upward trend

同壁财经

VeriSilicon

GF Fund SSE STAR Chip ETF

GF Fund SSE STAR Artificial Intelligence ETF

SSE Index

STAR 50

科创综指

HON-Flex

BESTLINK

CICC

CMSC

Amlogic

Cambricon

Geovis

Roborock

Montage Technology

NSIG

AMEC

Maxscend

Biwin

Hygon Information Technology

Dosilicon

STAR Chip Index

基建工程

STAR Growth Index

MONTAGE TECH

The computing power industry chain has surged, and VeriSilicon's stock price has reached a historic high! The GF Fund SSE STAR Artificial Intelligence ETF (588760) and the GF Fund SSE STAR Chip ETF (589160) both rose over 4%, while the GF Fund Chip ETF (159801) increased by over 3%

159995

According to PANews, a comprehensive 97-page report by Bernstein has identified connectivity in AI data centers as the new bottleneck, replacing computing power. The report suggests that copper and optical interconnections will coexist in the long term. While the direction for Co-Packaged Optics (CPO) is clear, large-scale deployment is not expected until after 2028. More certain performance in 2026 is anticipated in areas such as Printed Circuit Boards (PCB), Ajinomoto Build-up Film (ABF), and Low Power Optics/Non-Power Optics (LPO/NPO).

CoinLive

ChinaAMC Guozheng Semiconductor Chip ETF

Direxion Daily AVGO Bull 2X Shares

AllianceBernstein

Bernstein Report Highlights AI Data Center Connectivity as New Bottleneck

SMSN

603578

SSNGY

512760

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.

Micron Tech

Samsung Electronics Co., Ltd. Sponsored GDR

THREE STARS NEW MATERIALS

Samsung Electronics 

iShares Semiconductor ETF

XI2CSOPSMSN

Direxion Daily MU Bull 2X Shares

VanEck Vectors Semiconductor UCITS ETF Accum A USD

XI2CSOPSMSN-U

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Invesco Semiconductors ETF

Harvest CSI All Share Integrated Circuit ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

GraniteShares 2x Long MU Daily ETF

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI All Share Integrated Circuit ETF

Roundhill Memory ETF

SAMSUNG SEMICON

Harvest SSE STAR Chip ETF

XL2CSOPSMSN

Guotai CSI Semiconductor Material Equipment Theme ETF

XL2CSOPSMSN-U

Samsung Workers Threaten Strike, Impact on Global Chip Production Expected

NVDA

SATS

Micron, Nvidia, and Qualcomm rise as investors pile back into chip stocks, while EchoStar surges after the FCC approves a spectrum sale.

NVIDIA

Echostar

Qualcomm

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

KraneShares 2x Long BABA Daily ETF

Direxion Daily QCOM Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long QCOM Daily ETF

Alibaba

BABA-W

Karman

Oklo

NVIDIA Corporation

BABA-WR

Alibaba HK SDR 5to1

These stocks are today’s movers: Micron, Nvidia, Alibaba, EchoStar, Karman, Oklo, and more

MARA

Rising U.S.-Iran tensions have pushed Brent crude oil prices to $105 per barrel, while U.S. stock futures have declined. Conversely, South Korea's KOSPI index rose 5% to a record high, and China's Shanghai Composite Index reached a ten-year peak. Storage chip stocks surged, with SK Hynix up 14% and Micron and SanDisk over 15%. Bitcoin has risen 30% amid the conflict, closing above $82,000. Retail investors added 23,000 BTC, and 'whales' accumulated 140,000 BTC. Market focus is on upcoming CPI data, which may influence interest rate concerns.

Mara

BP p.l.c.

Occidental Petroleum

Grayscale Bitcoin Mini Trust ETF

Grayscale Bitcoin Trust BTC - ETF

HSPC

iShares US Oil Equip & Svcs

SPDR Energy Select

iShares Bitcoin Trust ETF

VanEck Bitcoin ETF

Invesco Galaxy Bitcoin ETF

Leverage Shares 2X Long COIN Daily ETF

SPDR O&G Ex & Prd

ISHRS S&P Glb Engy

Morgan Stanley Bitcoin Trust

Direxion Daily Crypto Industry Bull2XETF

VanEck Oil Refiners ETF

F SAMSUNG OIL

Sandisk

Sandisk - WI

Global Tensions and Economic Indicators Influence Markets

SMCI

SMCL

US authorities have accused Bangkok-based OBON Corp of facilitating a smuggling operation involving Nvidia chips, rerouted through Thailand to China, with Alibaba as a recipient. The scheme allegedly disguised shipments to evade US export controls, involving over $2.5 billion in transactions. Key figures from Super Micro Computer are implicated, and shareholders have filed a lawsuit for securities fraud. Market reactions were mixed, with Nvidia shares rising 1.8% while Super Micro's fell 3%. The case highlights challenges in regulating high-tech products and raises concerns about compliance standards in Thailand.

- US authorities have accused Bangkok-based OBON Corp of facilitating a smuggling operation involving advanced Nvidia chip servers rerouted to China.  
- Shipments valued at over $2.5 billion are implicated, with the scheme allegedly enabling the evasion of US export controls designed to restrict advanced technology sales to China.  
- The case highlights enforcement challenges in regulating high-tech products and raises concerns about compliance standards in Thailand amid ongoing investigations.

Stock Invest

Super Micro Computer

GraniteShares 2x Long SMCI Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Defiance Daily Target 2X Long SMCI ETF

YieldMax SMCI Option Income Strategy ETF

AXS 1.5X NVDA Bear Daily ETF

China Southern CSI Semiconductor Industry Custom ETF

YieldMax NVDA Option Income Strategy ETF

US Alleges Nvidia Chips Illegally Routed to Alibaba via Thai Firm OBON Corp

REC Silicon ASA reported Q1 2026 revenues of USD 19.5 million, down from the previous quarter, with an EBITDA loss of USD 3.8 million due to lower silicon gas and polysilicon volumes. The company raised NOK 972.6 million through a rights issue to repay debts and support its transition to a silicon-gases-focused business. Management is implementing cost-cutting measures to stabilize the balance sheet and enhance revenue as it shifts its product mix. REC Silicon specializes in high-purity silicon materials for the solar and electronics industries.

REC Silicon Raises Capital as It Shifts Toward Silicon Gases Amid Q1 Loss

Samsung's market value has reached $1 trillion, making it the second Asian company to achieve this milestone. Novo Nordisk has raised its guidance following strong sales of its Wegovy weight-loss pill. Infineon Technologies and AMD report significant revenue growth driven by AI demand. Deutsche Lufthansa anticipates strong travel demand despite geopolitical tensions. Super Micro Computer and Electronic Arts also report increased profits. Meanwhile, Canada’s antitrust watchdog seeks to block a major gas deal, and Intel's stock rises on potential new customer prospects.

- Samsung has achieved a market value of $1 trillion, becoming the second Asian company to do so after TSMC.  
- Novo Nordisk's weight-loss pill, Wegovy, has surpassed 2 million prescriptions since its launch, prompting the company to raise its guidance.  
- Infineon Technologies anticipates significant revenue growth due to increased demand for semiconductors driven by the AI boom.

MorningStar

Novo Nordisk AS

INTEL-T

Electronic Arts

Infineon Technologies

Intel

Deutsche Lufthansa AG

Infineon Technologies AG

VG Info Tech

Direxion Daily AMD Bull 2X Shares

Invesco AI and Next Gen Software ETF

Defiance Daily Target 2X Long NVO ETF

GraniteShares 2x Long INTC Daily ETF

ISHRS S&P Glb It

GraniteShares 2x Long AMD Daily ETF

iShares Expanded Tech Software Sector ETF

Invesco S&P 500 Equal Weight Tech ETF

Taiwan Semiconductor

Arista Networks

New York Times

Plains All American Pipeline

Live Nation

Dow Jones Top Company Headlines at 3 AM ET: Samsung's Market Value Hits $1 Trillion | Novo ...

CRDO

The iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) achieved historic monthly gains in April, with SOXX rising 40.4% and SMH 32.2%. This rally was driven by strong performances from companies like Intel, AMD, and Micron, while Nvidia, a previous leader, lagged behind with a 21.9% increase. The differing structures of the ETFs contributed to their performance, with SOXX benefiting from a broader distribution of holdings compared to SMH's heavier reliance on Nvidia. Notable April returns included Intel (+131%) and Credo Technology (+88%).

- The iShares Semiconductor ETF (SOXX) surged 40.4% and the VanEck Semiconductor ETF (SMH) rose 32.2% in April 2026, marking historic monthly gains for both funds.  
- Divergence in performance is attributed to structural differences in the ETFs, with SOXX's broader weight distribution benefiting from a strong rally beyond its largest holdings.  
- Notably, Intel and several smaller chipmakers led the gains, reversing the previous dominance of NVIDIA in the semiconductor sector.

benzinga_article

Credo Tech

Tradr 2X Long CRDO Daily ETF

China Merchants CSI Semiconductor Industry ETF

Semiconductor ETFs SOXX, SMH Just Logged Their Best Month Ever — What's Driving This Rally?

GF Fund CNI Semiconductor Chips ETF(159801.SZ)

Why Is Invesco QQQ Trust ETF (QQQ) Falling Today, 5/19/2026?

The computing power industry chain has surged, and VeriSilicon's stock price has reached a historic high! The GF Fund SSE STAR Artificial Intelligence ETF (588760) and the GF Fund SSE STAR Chip ETF (589160) both rose over 4%, while the GF Fund Chip ETF (159801) increased by over 3%

Bernstein Report Highlights AI Data Center Connectivity as New Bottleneck

Samsung Workers Threaten Strike, Impact on Global Chip Production Expected

These stocks are today’s movers: Micron, Nvidia, Alibaba, EchoStar, Karman, Oklo, and more