According to the financial news app, chip stocks rose strongly in early trading, and as of press time,$HUA HONG SEMI (01347.HK)$rose more than 6%,$SOLOMON SYSTECH (02878.HK)$rose more than 4%,$HG SEMI (06908.HK)$, $SMIC (00981.HK)$rose by more than 3%,$SHANGHAI FUDAN (01385.HK)$Hua Hong Semi rose more than 2%.
Recently, on the news front,$Taiwan Semiconductor (TSM.US)$the stock price continues to rise, and there are rumors in the market that Taiwan Semiconductor may intend to increase wafer quotes. In response to the price increase rumors, Taiwan Semiconductor said that the company's pricing strategy has always been strategy-oriented rather than opportunity-oriented, and the company will continue to work closely with customers to provide value. In addition, Morgan Stanley said that Solomon Systech's wafer factory utilization rate has exceeded 100%, so it may raise wafer prices by 10% in the second half of the year.
In addition, China Securities Co.,Ltd. released a research report stating that the establishment of the third phase of the National Integrated Circuit Industry Investment Fund will promote the domestication and substitution process of core technologies such as materials, equipment, and chips. Sinolink Securities stated that in the semiconductor chip industry, the industry as a whole has passed the 'proactive destocking' stage, entered the 'passive destocking' stage, but with the recovery of demand, the industry as a whole is expected to start actively stocking up, and the cycle is entering an upward trend.
Editor/Somer