The decline in semiconductor stocks expanded in the afternoon. As of the time of publication, Solomon Systech (02878) fell by 7.84%, quoted at 0.47 Hong Kong dollars; Hua Hong Semi (01347) dropped by 5%, quoted at 20.9 Hong Kong dollars; semiconductor manufacturing international corporation (00981) decreased by 4.66%, quoted at 25.6 Hong Kong dollars.
According to the Zhitong Finance APP, the decline in semiconductor stocks expanded in the afternoon. As of the time of publication, Solomon Systech (02878) fell by 7.84%, quoted at 0.47 Hong Kong dollars; Hua Hong Semi (01347) dropped by 5%, quoted at 20.9 Hong Kong dollars; semiconductor manufacturing international corporation (00981) decreased by 4.66%, quoted at 25.6 Hong Kong dollars; Shanghai Fudan (01385) fell by 2.99%, quoted at 14.28 Hong Kong dollars.
In terms of news, a research report from Hualong Securities points out that semiconductors are an important area for major powers' competition, and geopolitical tensions have intensified the chip supply shortage, making self-sufficiency urgent. Additionally, with the potential increase in technology embargoes and trade sanctions against China after Trump's election, self-sufficiency in China's semiconductors is not only imperative but will also accelerate. HTSC indicates that if the scope of semiconductor export restrictions is further expanded, it may have a certain impact on China's semiconductor industry in the short term, and long-term may promote domestic substitution.
