智通财经网·2025-09-17 05:35Core Viewpoint - Semiconductor stocks continue to rise, with notable increases in share prices for companies like SMIC and Hua Hong Semiconductor, driven by positive developments in technology and market demand [1] Group 1: Stock Performance - SMIC (00981) shares increased by 6.33%, reaching HKD 67.25 [1] - Hua Hong Semiconductor (01347) shares rose by 5.02%, reaching HKD 54.4 [1] - Hongguang Semiconductor (06908) shares grew by 3.51%, reaching HKD 0.59 [1] - Shanghai Fudan (01385) shares increased by 2.54%, reaching HKD 41.22 [1] Group 2: Technological Developments - SMIC is testing a deep ultraviolet (DUV) lithography machine manufactured by Shanghai startup Yuliangsheng, utilizing immersion technology similar to that of ASML [1] - Initial test results for the machine are encouraging, but it remains uncertain when it will be ready for mass chip production [1] Group 3: Analyst Insights - Goldman Sachs raised the target price for SMIC's H-shares by 15% to HKD 73.1, driven by optimism regarding China's IC design demand and AI trends [1] - The firm also increased revenue and earnings per share forecasts for 2028-2029, anticipating a 5%-7% quarter-on-quarter revenue growth in Q3 2025, which could act as a short-term catalyst for the stock price [1]