Group 1 - Semiconductor stocks are performing actively, with ASMPT rising 6.33% to HKD 84, SMIC up 3.37% to HKD 75.05, and Huagong Semiconductor increasing by 1.72% to HKD 0.59 [1] - The expectation of rising prices for semiconductor silicon wafers is intensifying, leading to significant stock price increases for companies like GlobalWafers, Win Semiconductors, and others [1] - Dongguan Securities recently reported that policies are strongly favoring the localization of computing power chips, while major cloud companies like Alibaba and Tencent are increasing capital expenditures and adapting to mainstream domestic chips [1] Group 2 - Alibaba and Baidu have begun using internally designed chips to train AI models, replacing some of NVIDIA's chips, which is expected to accelerate the construction of a domestic computing power ecosystem [1] - Apart from AI computing power chips, advanced process wafer foundry, memory, and advanced packaging sectors are also expected to benefit from these trends [1]

Core Viewpoint - The Hong Kong chip stocks are showing active performance, with notable increases in share prices for several companies in the sector [1] Company Performance - ASMPT (00522.HK) increased by 6.33%, reaching HKD 84 [1] - Zhongxin International (00981.HK) rose by 3.37%, trading at HKD 75.05 [1] - Hongguang Semiconductor (06908.HK) saw a gain of 1.72%, priced at HKD 0.59 [1] - Huahong Semiconductor (01347.HK) experienced a rise of 0.82%, with shares at HKD 61.4 [1]

Group 1 - Semiconductor stocks in Hong Kong are rising against the trend, with notable increases in shares of SMIC (3.3%), Hongguang Semiconductor (nearly 2%), and Huahong Semiconductor (1.5%) [1] - Recent industry news indicates a growing number of catalysts in the semiconductor sector, with several domestic tech giants entering chip development and Huawei announcing the timeline for its Ascend chip iteration [1] - The upcoming IPO of Moore Threads on the STAR Market is significant, as it is a leading domestic GPU company focused on providing computing acceleration platforms for AI, digital twins, and scientific computing [1] Group 2 - According to recent analysis from Founder Securities, advanced packaging is becoming a crucial direction for domestic computing chips to overcome performance bottlenecks amid the slowdown of Moore's Law and limitations in advanced process technology [1] - Companies like Huawei, Cambricon, and Haiguang Information are accelerating the iteration of their computing chips, with the domestic supply chain actively supporting the goal of achieving self-sufficiency in computing chips [1]

Group 1 - Semiconductor stocks in Hong Kong are rising against the trend, with notable increases in shares of SMIC (3.3%), Hongguang Semiconductor (nearly 2%), and Huahong Semiconductor (1.5%) [1] - Recent industry news indicates a surge in semiconductor-related activities, with several domestic tech giants entering chip development and Huawei announcing the timeline for the iteration of its Ascend chips [1] - SMIC and Huahong Semiconductor have optimistic outlooks regarding future orders and market conditions [1] Group 2 - Major news in the sector includes the upcoming IPO of Moore Threads on the STAR Market, scheduled for September 26, which is positioned as a leading domestic GPU company [1] - Moore Threads focuses on providing computing acceleration platforms for AI, digital twins, and scientific computing, filling several gaps in the domestic GPU market [1] - According to recent analysis from Founder Securities, advanced packaging is becoming a crucial direction for domestic computing chips to overcome performance bottlenecks, with companies like Huawei, Cambricon, and Haiguang Information accelerating their chip iterations [1]

Group 1 - Semiconductor stocks in the Hong Kong market experienced a collective surge, with notable increases in share prices for several companies [1] - Hua Hong Semiconductor saw a rise of 9.09%, while Jingmen Semiconductor and Chipwise Holdings increased by over 6% [1][2] - Other companies such as SMIC and China Electric Power Technology also reported gains exceeding 5% [1] Group 2 - The latest market data shows Hua Hong Semiconductor's current price at 58.20, with a total market capitalization of 100.897 billion and a year-to-date increase of 168.82% [2] - Jingmen Semiconductor's latest price is 0.520, with a market cap of 12.99 billion and a year-to-date increase of 5.05% [2] - Chipwise Holdings is priced at 2.040, with a market cap of 9.97 billion and a year-to-date increase of 43.66% [2]

Group 1: Company Performance - Hongguang Semiconductor Limited reported a total revenue of approximately 33.06 million yuan for the first half of 2025, a decrease of about 3.48% compared to the same period last year, primarily due to weak domestic markets in real estate and consumer electronics, along with reduced sales revenue from LED products [2] - The company's gross profit increased from approximately 2.718 million yuan last year to about 3.214 million yuan, with the gross margin rising from 7.9% to 9.7% [2] - Despite the increase in gross profit, the company incurred a loss of approximately 66 million yuan during the period, up from a loss of 57.2 million yuan in the same period last year, mainly due to increased administrative and other expenses [2] Group 2: Industry Trends - The demand for GaN power products is strong, driven by significant market needs in consumer electronics, new energy, and electric vehicles, making it the fastest-growing category in the third-generation semiconductor industry [3] - The electric vehicle sector is a major growth driver, with local Chinese brands holding over 80% of the national electric vehicle market share and increasingly favored in exports, creating substantial opportunities for the entire supply chain [3] - Domestic electric vehicle manufacturers are accelerating the development of third-generation semiconductor devices in the automotive sector, supported by national policies and strong market demand, indicating a potential rapid growth in the GaN power product field [3]

HG SEMICONDUCTOR LIMITED 宏光半導體有限公司 (Incorporated in the Cayman Islands with limited liability) ( 於開曼群島註冊成立的有限公司 ) (Stock Code 股份代號: 6908) N OT IF IC ATI ON LET TE R 通 知 信 函 Dear Non-registered Shareholders (1) , 15 September 2025 HG Semiconductor Limited (the "Company") – Notice of Publication of Interim Report 2025 (the "Current Corporate Communication(s)") English and Chinese versions of the Company's Current Corporate Communication(s) are available on the Company's website at www.hg-semiconductor.com and ...

HG SEMICONDUCTOR LIMITED 宏光半導體有限公司 (Incorporated in the Cayman Islands with limited liability) ( 於開曼群島註冊成立的有限公司 ) (Stock Code 股份代號: 6908) N OT IF IC ATI ON LET TE R 通 知 信 函 You may at any time choose to receive Corporate Communications free of charge either in printed form, or read the Website Version; and either in English language version only, Chinese language version only or versions in both languages, notwithstanding any wish to the contrary you may have previously conveyed to the Company. If you wish ...

Interim Report 2025 HG Semiconductor Limited 宏光半導體有限公司 （於開曼群島註冊成立的有限公司） 股份代號：6908 中期 報告 2025 HG Semiconductor Limited 宏光半導體有限公司 (incorporated in the Cayman Islands with limited liability) Stock Code: 6908 中期報告 HG Semiconductor Limited 宏光半導體有限公司 INTERIM REPORT 2025 目 錄 2 公司資料 4 簡明綜合損益及其他全面收益表 5 簡明綜合財務狀況表 6 簡明綜合權益變動表 7 簡明綜合現金流量表 9 簡明綜合財務報表附註 31 管理層討論與分析 公司資料 董事 執行董事 徐志宏博士 （主席） 趙奕文先生 李陽先生 梁健鵬先生 （於二零二五年一月七日罷免） 鄒海燕先生 蕭妙文先生， MH 劉皖文女士 審核委員會 鄒海燕先生 （主席） 蕭妙文先生， MH 劉皖文女士 提名委員會 徐志宏博士 （主席） 鄒海燕先生 蕭妙文先生， MH 劉皖文女士 （於二零二五年六 ...

FF301 本月底法定/註冊股本總額： HKD 100,000,000 第 1 頁 共 10 頁 v 1.1.1 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 宏光半導體有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06908 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | 0.01 HKD | | | 100,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | ...