Semiconductors

Cambricon

Cambricon released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 2.885 B (forecast CNY 1.793 B), actual EPS CNY 1.5973 (forecast CNY 0.7919)

Cambricon to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 1.793 B, EPS CNY 1.1

Cambricon to Release FY2025 Annual Earnings on March 13, 2026 During-Market (BJT), Forecast Revenue CNY 6.778 B, EPS CNY 4.8775

Cambricon released FY2025 Q4 earnings on February 27 During-Market (BJT), actual revenue CNY 1.89 B (forecast CNY 1.97 B), actual EPS CNY 1.0711 (forecast CNY 1.35)

Cambricon released FY2025 annual earnings on February 27 During-Market (BJT), actual revenue CNY 6.497 B (forecast CNY 6.778 B), actual EPS CNY 3.2752 (forecast CNY 3.2734)

Cambricon Successfully Adapts to SENSETime's Self-Research Seko Series

Cambwuji Plans to Increase AI Chip Production by Over 200% in 2026

Cambricon released FY2025 9 Months Earnings on October 17 After-Market (BJT), actual revenue CNY 4.607 B, actual EPS CNY 2.5557

Cambricon released FY2025 Q3 earnings on October 17 After-Market (BJT), actual revenue CNY 1.727 B (forecast CNY 1.8 B), actual EPS CNY 1.3289 (forecast CNY 1.15)

Cambricon to Release FY2025 Q3 Earnings on October 18 After-Market (BJT), Forecast Revenue CNY 1.8 B, EPS CNY 1.15

Cambricon released FY2025 Q2 earnings on August 26 Pre-Market (BJT), actual revenue CNY 1.769 B (forecast CNY 1.142 B), actual EPS CNY 1.0933 (forecast CNY 0.5637)

Cambricon released FY2025 Semi-Annual Earnings on August 26 Pre-Market (BJT), actual revenue CNY 2.881 B, actual EPS CNY 1.6644

Cambricon to Release FY2025 Semi-Annual Earnings on August 30, 2025 (BJT)

Cambricon Responds to Performance Rumors, Emphasizes Not to Believe Unofficial Information

First Shanghai Securities Gives Buy Rating to Cambricon

Cambrian Technology Increases Capital in Wholly-Owned Subsidiary by 100 Million Yuan

Cambricon Adjusts Its 2025 定向 Issuance of A-shares Plan

Cambwic First Share Repurchase for Incentive

A-share CSI Index Reaches New High, Chip Sector Emerges as Market Hotspot

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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

China Merchants CSI Semiconductor Industry ETF

Guotai CES Semiconductor Chip Industry ETF

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic 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?

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%!

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China's semiconductor manufacturers are rapidly adopting DeepSeek's V4 large language model, driven by geopolitical tensions. Key players include Huawei, which has adapted V4 for its Ascend 950PR chip, promising significant performance improvements. Other companies like Cambricon, MetaX, Moore Threads, T-Head, Kunlunxin, Hygon, Iluvatar, and Enflame have also achieved compatibility with V4, showcasing a collaborative effort in enhancing AI chip capabilities. This shift highlights the growing importance of domestic hardware in the AI landscape.

SCMP

GTJA Allianz SSE STAR Chip Design Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC Guozheng Semiconductor Chip ETF

China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?

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The HSI rose 205 points (0.8%) to 26,104 at midday, driven by strong performances in chip stocks, with SMIC surging over 9%. The market opened up 131 points and peaked at 311 points. The HSCEI and HSTECH also saw gains. Notable increases included CAMBRICON (+13.8%), HUA HONG SEMI (+12.6%), and GIGADEVICE (+17%). However, some AI-related stocks faced declines. Overall, the turnover reached HKD165.873 billion, reflecting positive sentiment in the market amid hopes for a US-Iran agreement.

AASTOCKS News

HSI Gains 205 pts at Half-day as Chip Stocks Lead, SMIC  Surges Over 9%

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China's chipmakers are investing a larger share of their revenue into R&D compared to their US counterparts, as highlighted by first-quarter earnings. Moore Threads allocated 50% and MetaX 45% of their revenue to R&D, while US firms like AMD and Intel typically spend 20-30%. Despite higher ratios, Chinese firms lag in absolute spending, with Nvidia leading at $18.5 billion. R&D spending among Chinese firms is increasing, with Moore Threads and MetaX showing significant year-on-year growth. Cambricon, another player, reported a revenue surge of 160% but a decline in R&D ratio to 11.2%.

Moore Threads

Intel

NVIDIA

NVIDIA Corporation

China’s chipmakers pour revenue into R&D, outpacing US ratios

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The Shanghai and Shenzhen markets reopened after the May Day holiday, with the three major A Share indices rising between 0.6% and 2.3%. The central parity of RMB against USD increased to 6.8562, the highest since March 2023. Banking stocks showed mixed results, while chip-related stocks, including CAMBRICON, saw significant gains. WULIANGYE's shares fell 6.5% following a substantial profit decline, despite announcing a share buyback plan. Overall, the market showed positive momentum on the first trading day back.

SSE Index

Shenzhen Index

ChiNext

ICBC

BYD COMPANY

CATL

MetaX

CTG DUTY-FREE

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

CATL HK SDR 30to1

Shanghai & Shenzhen Markets Reopen After May Day Holiday; Three Major A Share Indices Open Up 0.6%-2.3%; CAMBRICON  +5%; WULIANGYE  -6.5%

DeepSeek's launch of its V4 AI model is expected to significantly impact the tech industry, particularly benefiting Chinese chipmakers like Cambricon and Moore Threads. The model, described as a powerful open-source platform, aims to enhance demand for high-performance chips and lower AI integration costs for businesses. Analysts predict that the Chinese AI chip market could grow substantially by 2029. The launch coincides with a rally in US tech stocks, and DeepSeek's collaboration with domestic chipmakers is seen as crucial for advancing AI capabilities in China.

Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?

Hyperliquid plans to launch a prediction market feature, allowing users to bet on real-world events, competing with Kalshi and Polymarket. The proposal is currently in public testing. In DeFi, the total market value of tokens is $53.422 billion, with $833.95 billion locked in assets. NFT market value stands at $7.799 billion. Additionally, Cambricon's stock hit a new high, and the Chinese government has banned the Manus acquisition, emphasizing compliance in foreign investment. Berachain Foundation announced a hack of the Wasabi Reward Vault, urging users to withdraw funds immediately.

CoinLive

SoftBank Group Corp.

SoftBank

OpenAI

HSBC HOLDINGS

HSBC

BNP Paribas

Intesa Sanpaolo

Alphabet

Alphabet - C

Microsoft

Meta Platforms

Amazon

Jefferies Financial

Hyperliquid Strategies

HSBC 5xShortSG241213

HSBC Holdings Plc

Golden Web3.0 Daily Report | Hyperliquid Plans to Launch Prediction Market Feature

AI chip stock CAMBRICONsurged nearly 13% to a record high of RMB1,598.79 after reporting impressive results. The stock opened 4% higher, with a market capitalization exceeding RMB670 billion. In Q1 2026, CAMBRICON recorded revenue of RMB2.885 billion, a 159.56% increase year-over-year, and a net profit of RMB1.013 billion, up 185.04% YoY.

CAMBRICON  Surges Nearly 13% After Results, Hits Record High

Cambricon(688256.SH)

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

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

China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?

HSI Gains 205 pts at Half-day as Chip Stocks Lead, SMIC Surges Over 9%

China’s chipmakers pour revenue into R&D, outpacing US ratios

Shanghai & Shenzhen Markets Reopen After May Day Holiday; Three Major A Share Indices Open Up 0.6%-2.3%; CAMBRICON +5%; WULIANGYE -6.5%

Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?

Golden Web3.0 Daily Report | Hyperliquid Plans to Launch Prediction Market Feature

CAMBRICON Surges Nearly 13% After Results, Hits Record High