ChinaAMC Guozheng Semiconductor Chip ETF

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

SMIC Founder Reveals Purchase of 800 Equipment Units from AMEC, Accelerating Supply Chain Localization

SMIC announces Q1 2026 financial results with an 11.5% year-over-year revenue increase

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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.

Direxion Semicon Bull 3X

GTJA Allianz SSE STAR Chip Design Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

CITIC SEC

CITIC Securities Co., Ltd.

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

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SMICis optimistic about its operations this year due to strong customer demand and order backlog. The company faces a short supply of power management chips driven by AI demand, leading to order repatriation from overseas. Increased demand for domestic substitution in logic and networking chips, along with price hikes and inventory buildup by customers, further supports this positive outlook.

AASTOCKS News

Hwabao WP CSI HK Connect Information Technology Composite ETF

ICBCCS CNI HK Connect Technology ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

SMIC

SMIC HK SDR 5to1

SMIC : More Optimistic on Overall Operations This Year; AI Drives Power Management Chip Capacity into Short Supply

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On May 19th, semiconductor equipment and CPU stocks surged significantly, with Cambricon rising 8.40% and AMEC increasing 9.29%. Several equipment stocks reached new highs since their listing, and the semiconductor equipment ETF China Merchants rose 6.06%. Yangtze Memory Technologies released its IPO guidance report, and Changxin Technology updated its prospectus, expecting the global semiconductor equipment market to continue growing until 2029. Driven by AI, the storage industry has entered a phase of expansion and technological upgrades, and the CPU market is also developing rapidly

同壁财经

AMEC

Cambricon

China Merchants CSI Semiconductor Industry ETF

Guotai CES Semiconductor Chip Industry ETF

China Southern CSI Semiconductor Industry Custom ETF

LION

Skyverse

GRITEK

CMSC

Hygon Information Technology

Cambricon surged 8%, AMEC stock price reached a new high, why did CPU and semiconductor equipment rise today?

SOXX

BEIJING, May 19 (Reuters) - China's ‌top ‌flash memory chipmaker ​YMTC has begun the so-called "tutoring" ‌process ⁠for a potential initial ⁠public offering, ​involving ​formal ​pre-IPO guidance ‌talks with an investment bank, a filing with ‌China's ​securities ​regulator ​showed ‌on Tuesday.(Reporting by ​Pan ​Che, Shi Bu ​and ‌Ryan WooEditing ​by Bernadette ​Baum)

Yahoo Finance

iShares Semiconductor ETF

Invesco Semiconductors ETF

SPDR S&P Semicon

VanEck Semiconductor ETF

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

Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report to the China Securities Regulatory Commission (CSRC) in preparation for an IPO and stock market listing.

Unusual Whales

According to the website of the China Securities Regulatory Commission (CSRC), Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report in preparation for an IPO and stock market listing.

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

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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

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

The Semiconductor Equipment ETF China Merchants (561980) surged 6.06% on May 19, reaching a new high for the 17th time this year. Key stocks such as AMEC and Cambricon performed outstandingly, rising 9.29% and 8.40%, respectively. The fund's size has grown by 37.36% this year to approximately 3.5 billion yuan, influenced by multiple favorable factors including policy support, improved performance of leading companies, and a recovery in downstream demand. The market anticipates that a new round of industrial support policies will be introduced soon

CCTech

Piotech

NAURA

HUA HONG SEMI

Hua Hong

CICC

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Guotai Haitong

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Huatai Securities Co., Ltd. GDR Class A RegS

The 17th new high of the year! The semiconductor equipment ETF China Merchants (561980) surged 6% to dominate both markets! AMEC rose nearly 10%!

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

BNP Paribas

Morgan Stanley

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MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

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

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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).

ChinaAMC Guozheng Semiconductor Chip ETF(159995.SZ)

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

SMIC : More Optimistic on Overall Operations This Year; AI Drives Power Management Chip Capacity into Short Supply

Cambricon surged 8%, AMEC stock price reached a new high, why did CPU and semiconductor equipment rise today?

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

According to the website of the China Securities Regulatory Commission (CSRC), Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report in preparation for an IPO and stock market listing.

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

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

The 17th new high of the year! The semiconductor equipment ETF China Merchants (561980) surged 6% to dominate both markets! AMEC rose nearly 10%!

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

Bernstein Report Highlights AI Data Center Connectivity as New Bottleneck