Movement Alert｜SMIC Rises 3.22% in Regular Trading, Global Semiconductor Equipment Boom Cycle Drives Wafer Foundry Sector Higher

Market Focus08-05 09:36

On August 5, SMIC rose 3.22% in regular trading, trading at HK$67.1/share, with turnover of HK$481 million. The stock extended gains from the prior session as global semiconductor equipment cycle tailwinds continued to support the wafer foundry sector.

On the news front, multiple data points confirmed the global semiconductor equipment upcycle. SEMI forecasts global semiconductor manufacturing equipment sales will reach a record US$165.9 billion, up 23.2% year-over-year. TSMC raised its full-year capital expenditure guidance to US$60-64 billion, an increase of approximately US$8 billion or 15% from prior guidance. ASML reported results that beat market expectations across the board. Additionally, global semiconductor equipment components are experiencing a rare full-chain price surge, reinforcing a volume-and-price growth thesis for the industry.

Within the Semiconductors sector, peers also traded firmly, with HUA HONG GRACE up 4.15%, GIGADEVICE up 3.78%, and MONTAGE TECH up 2.82%, reflecting broad-based sector strength.

(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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