ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

NAURA released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 10.32 B (forecast CNY 10.41 B), actual EPS CNY 2.2549 (forecast CNY 2.41)

KINGSEMI released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 330.59 M, actual EPS CNY 0.02

NSIG released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 1.084 B (forecast CNY 1.285 B), actual EPS CNY -0.146 (forecast CNY 0.04)

Skyverse released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 396.02 M, actual EPS CNY -0.21

Anji Technology released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 723.93 M (forecast CNY 723.93 M), actual EPS CNY 1.23 (forecast CNY 1.15)

Piotech released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 1.112 B (forecast CNY 1.061 B), actual EPS CNY 2

AMEC released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 2.915 B (forecast CNY 3.144 B), actual EPS CNY 1.47 (forecast CNY 0.8962)

CCTech released FY2025 Q4 earnings on April 24 After-Market (BJT), actual revenue CNY 1.513 B (forecast CNY 1.742 B), actual EPS CNY 0.739 (forecast CNY 0.73)

CCTech released FY2026 Q1 earnings on April 24 During-Market (BJT), actual revenue CNY 1.378 B (forecast CNY 991.51 M), actual EPS CNY 0.5472 (forecast CNY 0.4369)

CCTech released FY2025 earnings on April 24 After-Market (BJT), actual revenue CNY 5.292 B (forecast CNY 5.338 B), actual EPS CNY 2.09 (forecast CNY 1.9367)

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

NAURA to Release FY2026 Q1 Earnings Report on April 30 During-Market (BJT), Forecast Revenue CNY 10.41 B, EPS CNY 2.41

NATA OPTO-ELECT released FY2026 Q1 earnings on April 23 During-Market (BJT), actual revenue CNY 661.58 M, actual EPS CNY 0.18

NSIG to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 1.285 B, EPS CNY 0.04

Skyverse to Release FY2026 Q1 Earnings on April 29 After-Market (BJT)

Anji Technology to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 740.72 M, EPS CNY 1.5

CCTech to release FY2026 Q1 earnings on April 29 during market hours (BJT), forecast revenue CNY 991.51 M, EPS CNY 0.4369

HWATSING released FY2026 Q1 earnings on April 22 During-Market (BJT), actual revenue CNY 1.201 B (forecast CNY 1.173 B), actual EPS CNY 0.7 (forecast CNY 0.96)

Piotech to release FY2026 Q1 earnings report on April 28 during market hours (BJT), forecast revenue CNY 1.061 B

AMEC to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue CNY 3.144 B, EPS CNY 0.8962

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588780

561980

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512480

159325

159995

588170

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

China Merchants CSI Semiconductor Industry ETF

Guotai CSI Semiconductor Material Equipment Theme 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

iShares Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Direxion Semicon Bull 3X

ChinaAMC Guozheng Semiconductor Chip ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

Roundhill Memory ETF

VanEck Semiconductor ETF

China Southern SSE STAR Chip ETF

SPDR S&P Semicon

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

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002371

The Semiconductor Equipment ETF China Merchants (561980) has risen nearly 60% this year, with the intraday price hitting a new high for the 18th time. Domestic equipment stocks such as AMEC and NAURA have also reached new highs. Yangtze Memory Technologies has completed its IPO guidance filing, and Changxin Technology has updated its prospectus, expecting to be listed in the second half of the year. Fund managers point out that AI-driven capacity expansion and the performance of the technology self-reliance sector are worth paying attention to

同壁财经

AMEC

NAURA

Piotech

XDLK

Cambricon

Hygon Information Technology

SMIC

HUA HONG SEMI

Hua Hong

SMIC HK SDR 5to1

The Semiconductor Equipment ETF China Merchants (561980) hits a new high for the 18th time this year! Fund Manager: The pace of dual listing is accelerating, and the overall center of domestic equipment has significantly shifted upward

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Changxin Technology plans to raise 29.5 billion yuan through an IPO for capacity expansion and technological upgrades, expecting a net profit of 33 billion yuan by 2026. The China Universal SSE STAR Chip ETF (588750) rose over 4%, with an increase of 128.96% in the past year. The market demand for domestic semiconductor equipment has surged, with NSIG hitting the daily limit, and AI computing power driving the demand for optical modules, with the penetration rate of silicon photonics technology expected to exceed 50%

NSIG

China Universal SSE STAR Chip ETF

VeriSilicon

Centec Communications

Skyverse

Maxio

Changxin plans to raise 29.5 billion yuan for capacity expansion and upgrades, igniting demand for domestic semiconductor equipment. The China Universal SSE STAR Chip ETF (588750) surged over 4% on increased volume, while the penetration rate of silicon photonics improved, and NSIG hit the daily limit of a 20cm increase

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On May 20th, the Semiconductor Equipment ETF China Merchants (561980) rose over 2% within 4 minutes of opening, reaching a new historical high. Component stocks such as Skyverse and Piotech performed actively. Yangtze Memory Technologies completed its IPO counseling filing, marking an acceleration in the capitalization of the domestic memory chip industry, which is expected to drive upstream equipment demand. This ETF has increased by over 416% since 2020, ranking first among its peers

WWXS

ThinkonSemi

HWATSING

ASEM

Vertical rise, reaching new highs again! Semiconductor equipment ETF China Merchants (561980) rose over 2% in 4 minutes, with Skyverse and Piotech leading the gains

SMIC stated during a survey that global production capacity is tight, and strong demand for AI has led to a significant shift of overseas orders to domestic manufacturing, with this trend expected to continue until 2027. As a result, SMIC's stock price rose by more than 14%, and related companies such as Piotech and Skyverse also saw significant increases. The semiconductor equipment ETF China Merchants rose by over 5%, marking the 18th new high this year, reflecting strong market confidence in the semiconductor industry

CCTech

Taiwan Semiconductor

SMIC surged 14%! Skyverse approached a 20cm limit-up, what happened?

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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

CICC

HTSC

Guotai Haitong

GTHT

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%!

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中证全指

000300

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

BofA warns that the semiconductor index is 62% above its 200-day moving average, surpassing dot-com bubble metrics. Analyst Michael Hartnett suggests a potential final bullish push into early June before profit-taking occurs. Concerns about the rally's narrow breadth echo patterns from the late 1990s, raising questions about its sustainability.

Invesco PHLX Semiconductor ETF

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

BofA warns semiconductor rally exceeds dot-com bubble metrics

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Yesterday, EPIWORLD triggered a golden cross signal on the daily MACD zero axis in the Hong Kong stock market, with a trading volume of approximately HKD 95.78 million, indicating an increase in capital activity. As a specialized manufacturer in the field of silicon carbide (SiC) epitaxial wafers, EPIWORLD's recent performance has gradually emerged from the bottom range, with bullish momentum beginning to accumulate. A golden cross forming above the zero axis on the MACD is typically seen as a confirmation signal of a mid-term trend shifting from weak to strong, suggesting that buying power is currently dominating the market rhythm. Although the trading volume is not as high as that of large-cap blue chips, it is considered active for a company of this market capitalization, reflecting that some funds are actively positioning themselves. On the news front, the semiconductor materials sector continues to be catalyzed by both policy and industry factors. The latest data from the Ministry of Commerce shows a significant increase in integrated circuit trade in the first four months, with improved industry chain prosperity driving demand for upstream materials. Recently, SICC surged 18% in the Hong Kong stock market, and INNOSCIENCE rose over 3%, indicating a strengthening trend in the third-generation semiconductor sector. EPIWORLD, as a core target for silicon carbide epitaxial wafers, is expected to benefit from the sector rotation effect. The strong global demand for AI hardware is driving a continuous shortage of upstream semiconductor equipment and materials, providing support for the company's fundamentals. From a technical perspective, EPIWORLD's trading volume has gradually rebounded recently, indicating that external funds are entering the market in batches. Currently, attention should be paid to whether the stock price can maintain the upward volume trend and break through the upper boundary of the recent fluctuation range. If the trading volume can consistently stay above HKD 80 million, the probability of continued bullishness will increase. The performance of SICC and INNOSCIENCE within the sector will serve as a reference, and the overall sentiment in the semiconductor sector is an important variable

Technical Forecast

EPIWORLD

SICC

INNOSCIENCE

Pre-market trend | EPIWORLD (2726.HK) 5/14 Bullish signals emerge, is the third-generation semiconductor poised for takeoff?

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF(562590.SH)

Chinese memory module makers ramp up production with new CXMT DRAM

The Semiconductor Equipment ETF China Merchants (561980) hits a new high for the 18th time this year! Fund Manager: The pace of dual listing is accelerating, and the overall center of domestic equipment has significantly shifted upward

Vertical rise, reaching new highs again! Semiconductor equipment ETF China Merchants (561980) rose over 2% in 4 minutes, with Skyverse and Piotech leading the gains

SMIC surged 14%! Skyverse approached a 20cm limit-up, what happened?