Movement Alert｜SMIC Rises 3.05% in Regular Trading, Global Semiconductor Equipment Boom Cycle Confirmed Driving Sector Strength

Market Focus08-04

On August 4, SMIC rose 3.05% in regular trading, trading at 64.15 HKD/share, with turnover of 12.56 billion HKD. The semiconductor sector broadly rallied as global equipment spending upcycle received multiple confirmations.

On the news front, SEMI forecasts global semiconductor manufacturing equipment sales will hit a record $165.9 billion, up 23.2% year-over-year. TSMC raised its full-year capital expenditure guidance to $60-64 billion, an increase of approximately $8 billion or 15% from prior estimates. ASML reported results that comprehensively exceeded market expectations. Additionally, global semiconductor equipment components are experiencing a historically rare full-chain price increase wave, further reinforcing the volume-and-price-uplift thesis and driving valuation recovery across the foundry sector.

Within the Semiconductors sector, among individual stocks, ILUVATAR COREX up 9.81%, BIREN TECH up 7.33%, HUA HONG GRACE up 6.47%, GIGADEVICE up 6.36%, MONTAGE TECH up 4.42%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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