Understanding the Market | Chip Stocks Continue Recent Uptrend, NVIDIA Invests Heavily in Intel, Sino-U.S. Semiconductor Market Achieves Resonance
Chip stocks continue to rise, with Hua Hong Semiconductor up 7.25% and SMIC up 3.96%. NVIDIA will invest $5 billion in Intel, becoming one of its largest shareholders. Intel will customize x86 CPUs for NVIDIA and produce system-on-chip solutions integrated with RTX GPUs. GuoXin Securities pointed out that the semiconductor industry is experiencing a rapid rise due to TSMC's upward revision of performance and optimistic outlook, while the Ministry of Commerce's anti-dumping investigation into U.S. manufactured analog chips has raised concerns
According to the Zhitong Finance APP, chip stocks continue their recent upward trend. As of the time of writing, Hua Hong Semiconductor (01347) is up 7.25%, trading at HKD 62.15; Semiconductor Manufacturing International Corporation (00981) is up 3.96%, trading at HKD 72.25; Jingmen Semiconductor (02878) is up 3.85%, trading at HKD 0.54; Hongguang Semiconductor (06908) is up 3.39%, trading at HKD 0.61; ASMPT (00522) is up 2.68%, trading at HKD 78.5.
In news, NVIDIA will invest USD 5 billion in Intel at a price of USD 23.28 per share. After the transaction is completed, NVIDIA will become one of Intel's largest shareholders, with a stake potentially reaching 4% or higher. In the data center sector, Intel will customize x86 CPUs for NVIDIA, which will integrate them into artificial intelligence infrastructure platforms and bring them to market. In the personal computing sector, Intel will produce and supply x86 system-on-chip solutions integrated with NVIDIA RTX GPU chips. On Thursday, Intel (INTC.) closed up over 22%; NVIDIA (NVDA.US) closed up over 3%.
Guosen Securities recently released a research report stating that following the performance-driven mainline market catalyzed by the rapid growth of the North American computing power industry chain, the semiconductor sector is experiencing a rapid increase in the context of TSMC raising its annual performance guidance and optimistic outlooks for future orders and market conditions from Semiconductor Manufacturing International Corporation and Hua Hong Semiconductor during their earnings calls. The focus on semiconductor self-sufficiency has once again become a market highlight. The report pointed out that the Ministry of Commerce has initiated an anti-dumping investigation into U.S.-produced analog chips, recommending the analog chip and wafer foundry sectors; Alibaba and Baidu are developing their own computing power chips, gradually decoupling domestic model training from overseas
