Zhi Tong Cai Jing·2025-09-24 02:21Core Viewpoint - Semiconductor stocks are experiencing active performance, driven by rising expectations of silicon wafer price increases and strong policy support for domestic computing power chips [1] Group 1: Stock Performance - ASMPT (00522) increased by 6.33%, trading at 84 HKD - SMIC (00981) rose by 3.37%, trading at 75.05 HKD - Hongguang Semiconductor (06908) gained 1.72%, trading at 0.59 HKD - Huahong Semiconductor (01347) saw an increase of 0.82%, trading at 61.4 HKD [1] Group 2: Market Trends - There is a significant rise in stock prices for companies like GlobalWafers, Win Semiconductors, and others due to the anticipated price hikes in semiconductor silicon wafers [1] - Dongguan Securities reports that policies are strongly favoring the localization of computing power chips, while major cloud companies like ByteDance, Alibaba, and Tencent are increasing capital expenditures and adapting to mainstream domestic chips [1] Group 3: Technological Developments - 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] - Other segments such as advanced process wafer foundry, memory, and advanced packaging are also expected to benefit from these developments [1]