智通财经网·2025-09-25 02:17Core Viewpoint - The semiconductor stocks continue their recent upward trend, driven by significant investments in AI infrastructure and rising prices in chip manufacturing processes [1] Group 1: Semiconductor Stock Performance - Huahong Semiconductor (01347) increased by 5.61%, reaching HKD 66.8 [1] - China Electronics Huada Technology (00085) rose by 2.5%, reaching HKD 1.64 [1] - Jingmen Semiconductor (02878) gained 1.92%, priced at HKD 0.53 [1] - SMIC (00981) saw a rise of 1.63%, with shares at HKD 78 [1] Group 2: AI Infrastructure Investment - Alibaba Group's CEO announced a proactive investment of CNY 380 billion in AI infrastructure, with plans for even greater investments [1] - By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022 [1] - Goldman Sachs highlighted a clearer long-term demand growth outlook for AI chips in China, benefiting leading domestic foundries like SMIC [1] Group 3: Price Increases in Chip Manufacturing - TSMC plans to raise prices for its 3nm and 2nm process nodes, with a potential increase of at least 50% for the 2nm process compared to the 3nm [1] - Samsung has significantly raised prices for memory and flash products, with DRAM prices increasing by up to 30% and NAND flash prices rising by 5%-10% [1] - Major companies like Micron Technology and SanDisk have also announced similar price increase strategies [1]