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How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?
[Brokerage Focus] Citic Securities suggests that the future difficulty for mainland Chinese chip companies to obtain advanced processes may increase. In the long term, the scarcity of advanced processes in domestic wafer factories will be strengthened.
Jingu Finance | Citic Securities stated that against the backdrop of the possibility of Trump coming to power exacerbating technology competition, the market's concerns about stricter control over the access of Mainland Chinese companies to Taiwan Semiconductor's advanced process chip foundry services from the USA have intensified. For Mainland Chinese companies, especially AI chip companies, the "available advanced process" in Mainland China and the international advanced process have become two separate supply chain systems, with domestic-related wafer fabs expanding production relying on domestic equipment supply chains, long-term expanding revenue growth space, and expecting profitability improvement. In the current complex and ever-changing international environment, Mainland Chinese chip companies in the future will be able to access advanced chips.
gtja: Numerous convertible bonds in the semiconductor industry chain, short-term performance is expected to bottom out and rebound.
"Trump 2.0" may further expand the scope of the entity list and expand the range of key technology products exported to China, further restricting inflow of US capital into China's semiconductor industry. It is imperative for China to achieve independent and controllable semiconductors.
Hong Kong stock market midday review | Hang Seng Index fell 2.12% in the morning, car dealers/auto retailers layout new energy fund, and the stock price soared.
Currently, increasing investment in the new energy vehicle sector may become one of the ways for many dealers to break the deadlock.
Semiconductor stocks rise against the market! Hua Hong Semi up nearly 10%, semiconductor manufacturing international corporation up nearly 6%, institutions point to the imminent need for domestic equipment substitution.
Ping An Securities pointed out that against the background of restrictions on both equipment and outsourcing, mainland china's semiconductor equipment manufacturers urgently need to increase the research and development of high-end equipment to support the expansion of local advanced process capacity, and achieve the localization of the semiconductor industry chain.
Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.
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