Semiconductors are soaring across the board! Semiconductor Manufacturing International Corporation rises over 10% as the Industry welcomes a "dual drive of investment and application."

① The semiconductor sector in the A-shares and Hong Kong stocks surged collectively, with Espressif Systems, Starry Technology, Peak Technology, Cambricon, and SFTP seeing their stock prices reach historic highs during trading. ② Cambricon has become the second highest stock in the A-shares market, with a year-to-date increase of over 388%, exceeding NVIDIA and Broadcom. ③ SEMI recently pointed out that investments in mainland China related to AI are beyond expectations.

cls.cnDec 20 13:00

Express News | Hong Kong stocks in the semiconductor sector rose in early trading, with Semiconductor Manufacturing International Corporation up more than 4%, HUA HONG SEMI and SHANGHAI FUDAN both rising over 2%.

BreakingsDec 20 09:55

Express News | Hong Kong stocks in the semiconductor sector rose collectively, with HG SEMI up more than 9%, Semiconductor Manufacturing International Corporation, HUA HONG SEMI, and SHANGHAI FUDAN each up over 2%.

BreakingsDec 18 11:19

2nm, is the winner already determined?

Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.

Observations on the Semiconductors IndustryDec 15 15:31

Shenzhen Transsion Holdings Co., Ltd.: Currently negotiating patents with rights holders. Emerging markets are still in the trend of "switching from feature phones to asia vets." | Direct coverage of the earnings conference.

① Zhu Zhaojiang stated that overall, the penetration rate of asia vets in emerging markets is lower compared to North America, Western Europe, and developed economies in the mature Asia-Pacific and china market. The transition from feature phones to asia vets remains an important factor driving the growth of the asia vets market in emerging markets; ② He mentioned that Transsion is currently in patent negotiations with patent holders to determine reasonable licensing fees under the framework of fair, reasonable, and non-discriminatory principles.

cls.cnDec 3 19:09

After ten years since its establishment, semiconductor manufacturing international corporation's industry chain company Jimxi has started IPO guidance, with investments from sai microelectronics inc. and shanghai semiconductors fund.

① Jimxi's main clients include semiconductor manufacturing international corporation, hongli, HLMC Huāli microelectronics, and others; ② Jimxi has provided customized equipment and process solutions of hundreds of models and specifications to over 100 domestic wafer fabs, with main equipment covering full wafer sizes of 6-inch, 8-inch, and 12-inch.

cls.cnNov 20 07:29