What happened? Hong Kong stocks in the Technology and semiconductor sectors suddenly surged, with Semiconductor Manufacturing International Corporation skyrocketing by over 10%.

According to market rumors, the USA may introduce a new update to AI export controls in the next few days, which is said to possibly involve two aspects. One is the implementation of licensing requirements for the contract manufacturing of 7nm chips. The other is the establishment of global export restrictions for GPUs, meaning in the future, non-allied countries may only be able to purchase from companies on the VEU whitelist.

Brokerage ChinaDec 20 12:44

Hong Kong stocks movement | Chip stocks rose collectively in the morning. In the third quarter, the global top ten foundry output value hit a record high, with significant achievements in self-controllable foundry.

Chip stocks collectively rose in the morning. As of the time of this report, Semiconductor Manufacturing International Corporation (00981) rose by 5.74%, reaching 27.65 HKD; HG SEMI (06908) increased by 5.17%, reaching 0.61 HKD; HUA HONG SEMI (01347) rose by 3.41%, reaching 21.2 HKD; SOLOMON SYSTECH (02878) increased by 3.33%, reaching 0.465 HKD.

Zhitong FinanceDec 20 10:00

Express News | China International Capital Corporation: The AI wave of device replacement in 2025 is expected to drive faster growth in downstream demand for the Semiconductors design Sector.

BreakingsDec 13 08:05

Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.

In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.

Zhitong FinanceDec 12 09:16

Express News | Citic sec: nvidia is under antitrust investigation, the main line of domestic chips is clear.

BreakingsDec 10 08:33

Domestic semiconductors, take off!

Continue to hold high and strike hard.

Gelonghui FinanceDec 8 16:46