Macquarie Favors Chinese Chip Stocks With Exposure to Memory Segment -- Market Talk

Dow Jones05-19

0805 GMT - Macquarie analysts prefer Chinese semiconductor companies with significant exposure to the memory sector. They view memory as the main supply-chain bottleneck in 2026--and the biggest beneficiary of price hikes. Meanwhile, China continues to push for locally made semiconductors amid U.S. export controls, led especially by memory-chip makers CXMT and YMTC, with the former in the process of listing in Shanghai. The analysts favor Chinese chip-gear maker Advanced Micro-Fabrication Equipment, which has a more than 60% exposure to memory clients through its supply of etching and deposition tools to major fabrication plants. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

May 19, 2026 04:05 ET (08:05 GMT)

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The analysts favor Chinese chip-gear maker Advanced Micro-Fabrication Equipment, which has a more than 60% exposure to memory clients through its supply of etching and deposition tools to major fabrication plants. 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They view memory as the main supply-chain bottleneck in 2026--and the biggest beneficiary of price hikes. Meanwhile, China continues to push for locally made semiconductors amid U.S. export controls, led especially by memory-chip makers CXMT and YMTC, with the former in the process of listing in Shanghai. The analysts favor Chinese chip-gear maker Advanced Micro-Fabrication Equipment, which has a more than 60% exposure to memory clients through its supply of etching and deposition tools to major fabrication plants. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 19, 2026 04:05 ET (08:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CHPS","symbol_name":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2636836812","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2636836812","pubTimestamp":1779177900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0805 GMT - Macquarie analysts prefer Chinese semiconductor companies with significant exposure to the memory sector. 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