Hong Kong stocks in the Semiconductors sector surged across the board, as of the time of writing, $HUA HONG SEMI (01347.HK)$ up nearly 10%, $INNOSCIENCE (02577.HK)$ Increased by over 6%, $SHANGHAI FUDAN (01385.HK)$ 、 $SMIC (00981.HK)$ 、 $BATELAB (02149.HK)$ 、 $INGDAN (00400.HK)$ Increased by over 4%, $SOLOMON SYSTECH (02878.HK)$ 、 $CE HUADA TECH (00085.HK)$ 、 $HG SEMI (06908.HK)$ Following the rise.

In terms of news, under the influence of tariff policies, industry insiders expect the localization process of mature process Semiconductors to accelerate. Cinda Securities believes that in recent years, China’s semiconductor Industry Chain self-sufficiency has gradually improved, and dependence on American products has decreased year by year. According to data from the General Administration of Customs, in 2019, the proportion of integrated circuit products imported from the USA was 4.4%, and by 2023, it has fallen to 2.4%. However, in some areas, dependence on the USA remains high, and this tariff policy may further promote semiconductor self-sufficiency.

In addition, according to the financial news agency, $NVIDIA (NVDA.US)$ After CEO Jensen Huang attended a dinner at Mar-a-Lago in Florida last Friday, the White House changed its plan to restrict NVIDIA from exporting H20 to China and suspended further restrictions on this chip's export. The White House and the U.S. Department of Commerce have not responded to requests for comments on the above report. NVIDIA declined to comment.

Morgan Stanley stated that due to the limited supply of AI graphics processors in the USA and the surge in demand for chips from China, Semiconductor Manufacturing International Corporation is expected to become a major supporter of the AI Chip design Sector in China.

Editor/rice