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"Star" semiconductor companies face a "multiple-choice question": acquisition to the left, sprinting towards IPO to the right | Special Report
①Many former "star" companies in the semiconductor industry this year are at a crossroads of choosing between going public and being acquired. ②Industry insiders indicate that the current A-share IPO review environment has not changed significantly, still maintaining a tightening stance. ③Interviewed investors mentioned that, whether through acquisition or IPO, the choice should be based on industry development characteristics, with a clear hard-tech attribute receiving support from industrial policies, IPO should be preferred as a capitalization path.
Hong Kong stock concept tracking | taiwan semiconductor outsourcing chips announced price increase. Strong demand in the semiconductor industry chain.
taiwan semiconductor's "better-than-expected" price hike may indicate that the global semiconductor industry chain demand is still very strong.
HK Stock Market News | Chip stocks rebounded in the morning, global semiconductor monthly sales hit a record high, and domestic semiconductor alternatives are accelerating.
Chip stocks rebounded in early trading. As of the time of publication, Solomon Systech (02878) rose by 5.36% to HK$0.59; Hua Hong Semiconductor (01347) rose by 2.92% to HK$22.9; Semiconductor Manufacturing International Corporation (00981) rose by 2.81% to HK$29.3; Shanghai Fudan (01385) rose by 0.61% to HK$16.5.
Chip stocks generally rose, with hua hong semi (01347) up 2.47%. This year, the outsourcing quote for taiwan semiconductor's process below 7nm has increased by 3-6% compared to last year.
King Wu Finance News | Chip stocks generally rise, Solomon Systech (02878) up 3.57%, Hua Hong Semi (01347) up 2.47%, CE Huada Tech (00085) up 1.44%, Semiconductor Manufacturing International Corporation (00981) up 1.4%, HG Semi (06908) up 1.11%. According to CCTV news, the foundry quotes for Taiwan Semiconductor's 5nm, 4nm, and 3nm processes in 2025 have increased by about 4% higher than previously estimated. Among them, the business orders for HPC, including AI, increased by about 8-10%. This year, for Taiwan Semiconductor's processes below 7nm.
Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?
①sk hynix announced its third-quarter performance, with HBM sales up more than 330% year-on-year; ② Bank of America Merrill Lynch predicts that sk hynix's HBM sales in the next two years will reach $9.2 billion and $15.8 billion; ③ brokerage point of view, it is recommended to focus on new materials related to AI investment main line under computing power, storage, and advanced packaging.
The short-term market divergences are gradually intensifying, with particular attention paid to the internal strength of technology stocks.
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Even With A 30% Surge, Cautious Investors Are Not Rewarding China Electronics Huada Technology Company Limited's (HKG:85) Performance CompletelyNo Data
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