[Brokerage Focus] Citic Sec continues to be bullish on the recent rapid growth of orders for mainland semiconductor equipment companies in recent years.

Jingu Financial Information | Citic Securities said that the localization of equipment in the United States is expected to continue to accelerate. Bloomberg reported on July 17th that the US plans to extend its jurisdiction to Japanese and Dutch companies, restricting their provision of advanced semiconductor technology to China. Japan and the Netherlands have a leading or advantageous position in equipment areas such as lithography, coating, exposure and development, etching, film deposition, furnaces, and inspection. ASML Holding (ASML) released its Q2 2024 report and mainland China has been ASML's largest source of revenue for four consecutive quarters. The continued procurement of lithography machines and the demand for domestic expansion are expected to remain robust in the future, while external restrictions...

金吾財訊02:08 ET

Hong Kong shares fluctuate: semiconductor stocks rise against the market, and Taiwan Semiconductor's Q2 performance exceeds expectations. The AI trend leads the industry to start a new economic cycle.

Semiconductor stocks rose against the market. As of press time, Hua Hong Semi (01347) rose 3.79% to HKD 23.25; Shanghai Fudan (01385) rose 1.96% to HKD 12.48; Semiconductor Manufacturing International Corporation (00981) rose 1.62% to HKD 17.58.

Zhitong Finance22:05 ET

Open source securities: Downstream demand in the semiconductor industry is gradually recovering, bullish on SoC, storage chips, semiconductor equipment, etc.

Bullish on the future growth of companies in multiple sectors such as SoC, storage chips, semiconductor equipment, etc.

Zhitong FinanceJul 17 09:27 ET

BT Financial Report Instant Analysis: Fudan Microelectronics' Q1 2024 analysis shows both revenue growth and a decline in net income.

As a leading company in the semiconductor industry, Fudan Microelectronics Group Co., Ltd. (stock code: 688385) has naturally attracted attention for its financial data in the first quarter report. Here is a detailed analysis of its financial report for Q1 2024. From the asset and liability data, Fudan Microelectronics' total assets reached 8.496 billion yuan at the end of this reporting period, a slight increase of 1.01% compared to the initial 8.411 billion yuan. This indicates that the company has slightly expanded its asset size in the past quarter. At the same time, the total liabilities decreased from 2.45 billion yuan at the beginning of the period to 2.361 billion yuan at the end of the period, indicating that the company's debt level has decreased.

businesstimes cnJul 16 21:42 ET

Hong Kong stocks surge | Semiconductor stocks rise in the afternoon. Global semiconductor equipment sales will reach a new high. Taiwan Semiconductor may raise wafer prices by 10% next year.

According to the Zhicheng Finance and Economics App, semiconductor stocks rose in the afternoon. As of the press release, Shanghai Fudan (01385) rose 3.04%, to HKD 12.88; Hua Hong Semiconductor(01347) rose 2.83%, to HKD 23.6; CE Huada Tech (00085) rose 1.68%, to HKD 1.21; Semiconductor Manufacturing International Corporation (00981) rose 0.88%, to HKD 18.32. On the news front, according to a report from SEMI, the total global sales of semiconductor equipment in 2024 will reach USD 109 billion, a year-on-year increase of 3.4%. The report pointed out that this will set a new industry record, and

Zhitong FinanceJul 16 01:49 ET

Returns Are Gaining Momentum At Shanghai Fudan Microelectronics Group (HKG:1385)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for? Firstly, we'll want to see a proven return on capital employed (ROCE) that is

Simply Wall StJul 13 21:03 ET