Jingu Finance News | Semiconductor concept stocks collectively fell. As of the time of publication, Hg Semi (06908) fell by 13.24%, Hua Hong Semi (01347) fell by 7.81%, Beike Micro (02149) fell by 3.5%, Shanghai Fudan (01385) fell by 2.7%, Semiconductor Manufacturing International Corporation (00981) fell by 2.39%.
On the news side, according to recent reports from the media, the U.S. Department of Commerce has written to Taiwan Semiconductor, demanding to stop supplying 7-nanometer and more advanced process AI chips to customers in mainland China starting from the 11th. Sources say that Taiwan Semiconductor has notified affected customers that chip shipments will be suspended from the 11th. There are also reports that the latest control measures only apply to AI/GPU-related chips, with no impact on chips used for phones, autos, and communications.
Citic Securities stated that against the backdrop of Trump coming to power, the market's concerns about stricter controls on Mainland Chinese companies accessing Taiwan Semiconductor's advanced process chip foundries, particularly AI chip companies in Mainland China, have intensified. The 'available advanced processes' in Mainland China and internationally have become two separate supply chain systems. Domestic wafer factories may expand production based on domestic equipment supply chains, thereby expanding long-term revenue growth potential and potentially improving profitability.
