China Merchants CSI Semiconductor Industry ETF

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

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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Intel CEO Lip-Bu Tan announced that the company's foundry business is gaining momentum, crucial for its turnaround strategy. Improvements in manufacturing processes have attracted customer interest, with expectations of commitments from multiple clients in the second half of the year. Tan emphasized the importance of the foundry for the U.S. semiconductor supply chain and highlighted progress in Intel's advanced manufacturing capabilities, aiming to compete with industry leaders like TSMC.

- Intel CEO Lip-Bu Tan announced that the company's external manufacturing business, known as foundry, is gaining momentum and is central to its turnaround strategy.  
- Improvements in Intel's advanced 18A manufacturing process are reportedly exceeding expectations, leading to increased interest from potential customers, including a preliminary deal with Apple.  
- Tan emphasized the strategic importance of the foundry business for U.S. semiconductor capacity and projected that Intel's next-generation 14A process could compete with industry leader TSMC.

CNBC

Intel

INTEL-T

GraniteShares 2x Long INTC Daily ETF

VanEck Semiconductor ETF

Spdr Select Tech

iShares Semiconductor ETF

GraniteShares 2x Long TSM Daily ETF

Leverage Shares 2X Long TSM Daily ETF

Invesco PHLX Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Direxion Daily TSM Bull 2X Shares

Taiwan Semiconductor

Cadence Design

Apple

Intel CEO says foundry business is gaining momentum as customer interest grows

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Chinese memory module manufacturers are ramping up production of DDR5 chips, led by ChangXin Memory Technologies (CXMT). Powev has begun mass production of its Sinker-branded DDR5 server memories, while other vendors are also releasing products based on CXMT's technology. CXMT aims for a domestic listing to raise 29.5 billion yuan, with its revenue rising 97.8% year-on-year. The global memory market is experiencing a strong upcycle, driven by AI demand, creating opportunities for Chinese manufacturers to secure DRAM supply and expand their product offerings.

SCMP

Guotai CSI All Share Integrated Circuit ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

Invesco Semiconductors ETF

Guotai CES Semiconductor Chip Industry ETF

Harvest SSE STAR Chip ETF

First Trust Nasdaq Food & Semicon

Harvest CSI All Share Integrated Circuit ETF

Yinhua MSCI China A ETF

China Southern CSI Semiconductor Industry Custom ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

Roundhill Memory ETF

China Southern SSE STAR Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Samsung Electronics Co., Ltd. Sponsored GDR

Samsung Electronics 

Micron Tech

XIAOMI-W

Xiaomi Corporation

TRANSSION

LENOVO GROUP

Lenovo Group

CMSC

Sugon

XIAOMI-WR

Xiaomi HK SDR 2to1

LENOVO GROUP-R

Chinese memory module makers ramp up production with new CXMT DRAM

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.

AASTOCKS News

VanEck Vectors Semiconductor UCITS ETF Accum A USD

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

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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

LION

Skyverse

GRITEK

Hygon Information Technology

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

AP Memory Technology Corp (Aipukeji) stated that with the increasing demand for new stacked silicon capacitors (S-SiCap), it is expected to drive revenue growth this year and next year. The company designs low-power memory chips and will provide integrated passive devices (IPD) for Intel's advanced packaging technology, known as Embedded Multi-die Interconnect Bridge (EMIB). AP Memory hopes to balance its product supply to avoid over-reliance on any single product

- AP Memory Technology Corp predicts revenue growth driven by increasing demand for new stack silicon capacitors amid the AI boom.  
- The company expects significant contributions from integrated passive devices as it balances its product offerings, aiming for sustainable growth.  
- AP Memory's revenue rose to NT$2.1 billion in Q1, with net profit more than doubling, while it seeks additional capacity through new foundry partnerships.

Taipei Times

AP Memory seeks to balance rising demand

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

SMIC

HUA HONG SEMI

Hua Hong

CICC

HTSC

Guotai Haitong

GTHT

SMIC HK SDR 5to1

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%!

IGPT

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) purchased shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) valued between $15,001 and $50,000 on April 14th, as disclosed in a filing on May 8th. The transaction was made through his "150 MAIN STREET TRUST > BANK OF AMERICA" account. AMD's stock has shown significant performance, with a recent EPS of $1.37, beating estimates, and a revenue increase of 37.8% year-over-year. Analysts have varied ratings on AMD, with a consensus rating of "Moderate Buy" and an average price target of $388.84.

- Representative Gilbert Ray Cisneros, Jr. disclosed a purchase of Advanced Micro Devices, Inc. shares valued between $15,001 and $50,000 on April 14th, 2026.  
- In addition, he made several trades on May 1st, involving purchases and sales of shares in various companies, including Revvity and Flex.  
- Advanced Micro Devices recently reported beating earnings estimates and experiencing significant revenue growth, with analysts setting new price targets and ratings for the stock.

Market Beat

Invesco AI and Next Gen Software ETF

GraniteShares 2x Long AMD Daily ETF

SPDR S&P Software

SPDR S&P 500

Direxion Daily AMD Bull 2X Shares

First Trust Cloud Computing

Ark Innovation ETF

Global X Cloud Computing ETF

VG Info Tech

iShares Expanded Tech Software Sector ETF

Direxion Daily AMD Bear 1X Shares

VG Total Stock

VG S&P 500

State Street Corp.

iShares Future AI & Tech ETF

Direxion Semicon Bear 3X

Invesco S&P 500 Equal Weight Tech ETF

Global X Data Center & Dgtl Infrs ETF

Revvity

Flex

LPL Financial

FirstService

SS&C Tech

Wayfair

Steris

Doordash

Sensata Tech

Veralto

NVIDIA

Stifel Financial

Jefferies Financial

PNC Financial Services

NVIDIA Corporation

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

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Chinese stocks reached an 11-year high, driven by a tech rally fueled by AI optimism and strong export growth. The Shanghai Composite index rose 1.1% to 4,225.02, while the CSI 300 Index increased by 1.7%. The CSI Semiconductor Index surged 6.3% to a record high. China's export growth rebounded in April, supported by demand from AI-related industries. Additionally, the producer price index hit a 45-month high. Investors are also focused on the upcoming meeting between US President Trump and Chinese President Xi Jinping, discussing key global issues.

Businesstimes News

SSE Index

CSI 300

GX CN SEMICON

CAM CSI300

Guotai CSI Computer Theme ETF

Bosera CSI Semiconductor Industry ETF

Tianhong CSI Computer Theme ETF

GX CN SEMICON-U

CAM CSI300-R

GX CN ROBO&AI

China stocks hit 11-year high on AI optimism, exports rebound

FotoNation Ltd. and SEMIFIVE Inc. have announced a strategic collaboration to develop the TriSilica perceptual AI chip family, aimed at enhancing edge AI applications. SEMIFIVE will lead the turnkey development, leveraging its expertise in low-power IC design. This partnership marks SEMIFIVE's first venture into the European market, expanding its global presence. The initial product, TS-210, is set for a Multi-Project Wafer shuttle by the end of the year, utilizing Samsung Foundry's 8nm Low Power Ultimate process. This collaboration is expected to significantly advance image processing and sensor-fusion technology.

Fidelity

FotoNation and SEMIFIVE Announce Strategic Collaboration for Turnkey Development of TriSilica Perceptual AI Chip Family Using Samsung Foundry

BTIG's Jonathan Krinsky warns of multiple warning signs in the stock market, noting a recent decline in the SPDR S&P 500 after a high RSI. He highlights concerns over semiconductor stocks and market breadth, with 70% of NYSE volume in declining stocks. However, he sees potential positives in value stocks and the software sector, which remains strong.

- BTIG technical strategist Jonathan Krinsky warns that the stock market is showing multiple alarming signs.  
- He observes that the SPDR S&P 500 (SPY) reached a daily RSI of 78 before a subsequent decline of 1.2%.  
- Despite these warnings, Krinsky identifies a few sectors that may still provide support for bullish investors.

Seven warning signs — and two positives — for the market: BTIG’s Krinsky

China Merchants CSI Semiconductor Industry ETF(561980.SH)