Hong Kong Chip Stocks Rally Across the Board, INNOSCIENCE Surges Over 8%, AI Fundamentally Reverses Supply-Demand Structure in Memory Market

Deep News01-22

Hong Kong-listed semiconductor stocks experienced a broad-based rally, with INNOSCIENCE surging over 8%, ASMPT climbing more than 7%, while ILuvatar CoreX and Biren Technology both rose over 4%. GigaDevice and Hua Hong Semiconductor advanced more than 2%.

On company-specific news, on January 22, INNOSCIENCE announced it received a letter of undertaking from Dr. Weiwei Luo, the company's Chairman, Executive Director, and a member of the controlling shareholder group. According to the lock-up commitment, Dr. Luo will not reduce his holdings of 154.7 million company shares beneficially owned by him (including 77.3528 million domestic unlisted shares and 77.3528 million H-shares) for a 12-month period starting from January 22, 2026.

Furthermore, reports indicate that Samsung Electronics, aiming to diversify the supply chain for Thermal Compression Bonder, a key equipment for High Bandwidth Memory (HBM), has discussed supply matters with equipment maker ASMPT.

Simultaneously, several brokerages raised their target prices for SanDisk and Micron, pointing to robust demand for enterprise SSDs and tight supply of NAND flash memory pushing product prices higher. Analysts widely believe that the thirst for high-performance storage driven by AI infrastructure development, combined with major manufacturers' production cuts to support prices, has led to a fundamental reversal in the market's supply-demand structure.

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