Chip Stocks

The Semiconductors theme spans the entire chip value chain—from IC design (CPU/GPU, AI accelerators, RF, analog, power, memory) to fabrication, equipment, materials, packaging, and testing—enabling computing, communications, automotive, and IoT. Core tracks include advanced nodes and foundry, fabless design, EDA/IP, lithography and process tools, compound semiconductors, HBM and memory, and advanced packaging such as 2.5D/3D and CoWoS.The sector's total market cap is 1142.87 billion HKD, with a 24h change of +0.19%. Among 25 constituents, 12 are up (48.00%) and 12 are down (48.00%). The top gainer is TIANSHU ZHIXIN (09903), with a 24h increase of +6.03%.Semiconductors were flat with mixed breadth; strength clustered in AI compute leaders. Favor leaders on dips; medium term, pace adds with earnings momentum and the interest-rate path.