Zhi Tong Cai Jing·2025-09-19 02:53Core Viewpoint - Semiconductor stocks continue to rise, driven by significant investments and optimistic market outlooks in the industry [1] Group 1: Stock Performance - Huahong Semiconductor (01347) increased by 7.25%, reaching HKD 62.15 - SMIC (00981) rose by 3.96%, reaching HKD 72.25 - Jingmen Semiconductor (02878) gained 3.85%, reaching HKD 0.54 - Hongguang Semiconductor (06908) increased by 3.39%, reaching HKD 0.61 - ASMPT (00522) rose by 2.68%, reaching HKD 78.5 [1] Group 2: Major Investments - Nvidia plans to invest USD 5 billion in Intel at a price of USD 23.28 per share - Post-transaction, Nvidia will become one of Intel's largest shareholders, potentially holding 4% or more [1] Group 3: Strategic Collaborations - Intel will customize x86 CPUs for Nvidia in the data center sector - Nvidia will integrate these CPUs into its AI infrastructure platform for market deployment - In personal computing, Intel will produce x86 system-on-chip solutions that integrate Nvidia's RTX GPU chips [1] Group 4: Market Outlook - Guosen Securities reports a rapid increase in the semiconductor sector, following strong performance in North America's computing power industry - TSMC has raised its annual performance guidance, while SMIC and Huahong Semiconductor have optimistic forecasts for future orders [1] - The Ministry of Commerce has initiated anti-dumping investigations on US-produced analog chips, highlighting a focus on domestic chip production and wafer foundry sectors [1] - Alibaba and Baidu are developing their own computing power chips, indicating a gradual decoupling from overseas models for domestic training [1]