公司首席执行官苏姿丰透露，①AMD and Samsung both released strong financial reports, erasing market concerns about the "AI investment cycle" and causing the industry chain to rise collectively; ②Chinese A-share chip stocks also benefited from the overall "boiling rise" of the market; ③Semiconductor equipment manufacturers in Japan and the Netherlands were also boosted by policy news.
On Wednesday, after a sustained adjustment for half a month, global semiconductor investors finally ushered in a trading day of industry-wide rise-if you have chip stocks, you can find corresponding bullish news today.
The initial bullish news occurred before dawn, for the second-ranked US AI chipmaker.$Advanced Micro Devices (AMD.US)$Latest financial report released at 4 a.m. on Wednesday exceeded market expectations in terms of core financial data, while the revenue from the most market-conscious data center department doubled, reaching a historic high of $2.8 billion.
CEO Su Zifeng revealed that the AI chip MI300 series will generate more than $4.5 billion in revenue this year, higher than the previous target of $4 billion, reflecting the efforts to increase production. In the just-concluded Q2, the revenue from the MI300 series exceeded $1 billion.
According to the latest data before publication, AMD skyrocketed more than 10% on Wednesday. As market concerns about the "AI investment cycle" fade, yesterday's plunge also rose by more than 10%.$NVIDIA (NVDA.US)$Future two days, the US stock market rose nearly 6% will release financial reports in succession.
Also, it rose more than 10%.$Qualcomm (QCOM.US)$,$Arm Holdings (ARM.US)$And.$Intel (INTC.US)$In addition to chip factories that "sell shovels", wafer factories that "make shovels" have also risen as well. As of the time of publication, it rose more than 4% in pre-market trading on Wall Street.
The stock prices of wafer plants rose sharply.
Besides chip manufacturers, wafer factories that produce semiconductor wafer also rose accordingly. As of the time of publication,$Taiwan Semiconductor (TSM.US)$US stocks rose nearly 6%.
After the opening of the Asia-Pacific trading session on Wednesday, Samsung Electronics, the world's largest memory and phone manufacturer, submitted its 2Q report as expected, with "net profit soaring sixfold", marking the fastest chip growth rate for the South Korean chip giant since 2010.
Samsung Electronics reported that most of its revenue growth in Q2 came from the semiconductor division. Due to the rise in prices of traditional memory chips and strong demand for high-bandwidth memory chips (HBM chips), the operating profit of this division reached KRW 6.45 trillion (approximately RMB 33.9 billion).
Regarding the fifth-generation HBM chip (HBM3e), which the investment market is paying close attention to, Samsung Electronics expects this type of chip to account for 10% of HBM chip sales this quarter and expects this ratio to rise to 60% by the end of this year. The company revealed that it will provide the product to "multiple customers".
Boosted by this bullish news, Samsung Electronics rose 3.58%, and its rival SK Hynix, a leading memory chip maker in Korea, also rose 3.02%.
At the same time, on the just-closed A-share market in China, the chip industry chain was also active due to the overall market's "boiling rise." Multiple stocks surged.
Also, stock prices of Japanese and Dutch semiconductor equipment manufacturers surged due to policy influence.
Finally, on Wednesday afternoon, some media cited "Biden Administration insiders" to blow the latest semiconductor export control plan. However, according to media reports, semiconductor equipment exporters from Japan, the Netherlands, and South Korea will be exempted from the latest malicious blockade and suppression policies of the United States.
Affected by this news,$Tokyo Electron (8035.JP)$The closing price rose rapidly, with a final increase of 7.41%; a manufacturer of semiconductor grinding equipment$Disco (6146.JP)$rose 5.80%, a manufacturer of semiconductor packaging and cleaning equipment$Screen Holdings (7735.JP)$rose 9.19%.
Also in the early trading of U.S. stocks, the Dutch semiconductor equipment manufacturer.$ASML Holding (ASML.US)$is currently up more than 7%.
Regarding the malicious actions of the Biden administration, the Chinese Ministry of Foreign Affairs also responded at its regular press conference on Wednesday. Ministry of Foreign Affairs spokesperson Lin Jian said that China has repeatedly expounded its solemn position on the United States' malicious blockade and suppression of China's semiconductor industry.
Lin Jian said that the United States has been politicizing, indiscriminately broadening, and weaponizing economic and technological issues, constantly intensifying its semiconductor export controls against China, and coercing other countries to suppress China's semiconductor industry. This seriously undermines international trade rules, undermines the stability of the global supply chain, and is not in the interests of any party. China has always resolutely opposed this. What I want to emphasize is that containment and suppression cannot stop China's development, but will only enhance China's determination and ability to achieve technological self-reliance. China will closely follow relevant trends, firmly safeguard its legitimate rights and interests, and hope that relevant countries will resolutely resist coercion, jointly maintain a fair and open international economic and trade order, and truly safeguard their own long-term interests.
Editor / jayden
