GTJA Allianz SSE STAR Chip Design Thematic ETF

China Chip Design ETF Bounces Back; Morgan Stanley Sees Bright Future for Domestic AI Chips

A 股 Semiconductor Companies Report Strong Q1 Earnings, Sci-Tech Chip Design ETF Performs Well

Adjustment in Chip Design Theme Index on Sci-Tech Innovation Board and Surge in Smartphone Storage Chip Procurement Costs Trigger Price Hikes

South Korea's February Export Growth Continues, Particularly in Chip Exports

SOXX

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SOXL

China's CXMT anticipates first-half revenue of 110-120 billion yuan ($17.62 billion) due to rising memory chip prices driven by AI demand. The company expects a net profit of up to 57 billion yuan, with Q1 revenue soaring over 700% year-on-year to 50.8 billion yuan. CXMT's IPO is closely monitored as a sign of China's advancements in DRAM technology.

Fidelity

iShares Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

SPDR S&P Semicon

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

China's CXMT expects revenue to surge as memory chip demand soars

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159995

BNP Paribas has rated SMICas Outperform, citing strong 1Q results and an optimistic 2Q revenue outlook driven by higher ASP and shipment volumes in consumer and IoT sectors. The report highlights SMIC's unique capability to support Huawei's Ascend 950 PR AI chip, predicting a revenue CAGR of 19% and earnings CAGR of 42% from 2026 to 2028, with a target price of HKD86.

AASTOCKS News

SMIC

ChinaAMC Guozheng Semiconductor Chip ETF

BNP Paribas

SMIC HK SDR 5to1

BNP Paribas Rates SMIC  Outperform; Primary Engine to Power CN AI Ambition

159998

512720

China has launched the LineShine supercomputer at the National Supercomputing Center in Shenzhen, featuring 2.45 million domestic CPU cores and delivering up to 1.54 exaFLOPS. Unlike typical supercomputers that rely on GPUs, LineShine uses Armv9-based LX2 processors for general computing, comprising 20,480 nodes connected by a high-speed network.

TechNode

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

China unveils GPU-free LineShine supercomputer with 2.45 million domestic CPU cores

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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.

CoinLive

Micron Tech

Samsung Electronics Co., Ltd. Sponsored GDR

THREE STARS NEW MATERIALS

Samsung Electronics 

XI2CSOPSMSN

Direxion Daily MU Bull 2X Shares

GF Fund CNI Semiconductor Chips ETF

First Trust Nasdaq Food & Semicon

VanEck Vectors Semiconductor UCITS ETF Accum A USD

XI2CSOPSMSN-U

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long MU Daily 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

DEEPX, a fabless AI semiconductor company, has announced a strategic partnership with Ultralytics to establish a global standard for Physical AI. This collaboration will integrate DEEPX's ultra-low-power Neural Processing Units (NPUs) into the Ultralytics ecosystem, facilitating easier deployment of AI in real-world applications. Key features include a streamlined deployment process for YOLO models, automated model validation, and ongoing compatibility with Ultralytics updates. The partnership aims to empower the developer community and redefine how intelligent systems are built and scaled.

prnewswire

Baidu

BIDU-SW

BIDU-SWR

03:00 ETDEEPX and Ultralytics Forge Strategic Alliance to Define the Global Standard for Physical AI

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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

China Merchants CSI Semiconductor Industry ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

Yinhua MSCI China A ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

China Southern SSE STAR Chip ETF

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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科创综指

The STAR Market has risen 78.98% in the past year, gathering 609 hard technology companies, with a total market value exceeding 13 trillion yuan. In 2025, revenue is expected to be nearly 1.6 trillion yuan, with a net profit exceeding 58.6 billion yuan. In the first quarter of 2026, revenue is projected to be 385.3 billion yuan, with a net profit attributable to the parent company of 23.4 billion yuan, a year-on-year increase of nearly 200%. The "1+6" system of the STAR Market promotes the development of technology companies, focusing on fields such as artificial intelligence and commercial aerospace, showcasing the innovative vitality and development potential of hard technology enterprises

同壁财经

STAR 50

E Fund China Science and Technology Innovation Board 50 Component ETF

Huatai-PB SSE Science and Technology Innovation Board Composite ETF

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

ChinaAMC SSE Science and Technology Innovation Board Composite ETF

ChinaAMC CSI Biotechnology Theme ETF

China Merchants CSI Biotechnology Theme ETF

E Fund CSI Biotechnology Theme ETF

Huatai-PB SSE Science and Technology Innovation Board 50 ETF

TF SECURITIES

CCB Principal SSE Science and Technology Innovation Board Composite ETF

The STAR Market's performance has exploded, with net profit increasing by nearly 200% in the first quarter, gathering integrated circuits, biomedicine, and high-end equipment. The STAR Composite Index has risen by 78.98% in nearly one year

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.

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

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.

CITIC SEC

CITIC Securities Co., Ltd.

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

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.

benzinga_article

Goldman Sachs

Morgan Stanley

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

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

GTJA Allianz SSE STAR Chip Design Thematic ETF(588780.SH)

China's CXMT expects revenue to surge as memory chip demand soars

BNP Paribas Rates SMIC Outperform; Primary Engine to Power CN AI Ambition

China unveils GPU-free LineShine supercomputer with 2.45 million domestic CPU cores

Samsung Workers Threaten Strike, Impact on Global Chip Production Expected

03:00 ETDEEPX and Ultralytics Forge Strategic Alliance to Define the Global Standard for Physical AI