智通财经网·2025-10-15 06:09Core Viewpoint - Semiconductor stocks experienced an afternoon rally, with notable increases in share prices for several companies, indicating positive market sentiment in the semiconductor sector [1]. Group 1: Stock Performance - Hua Hong Semiconductor (01347) rose by 4.69%, reaching HKD 80.35 [1] - Jingmen Semiconductor (02878) increased by 3.92%, trading at HKD 0.53 [1] - Shanghai Fudan (01385) saw a rise of 3.54%, priced at HKD 41 [1] - SMIC (00981) gained 1.43%, with shares at HKD 74.4 [1] Group 2: Industry Events - The 2025 Bay Area Semiconductor Industry Ecosystem Expo is taking place in Shenzhen from October 15 to 17 [1]. - New Kylin's subsidiary, Qiyunfang, launched two domestically developed EDA design software products with 30% improved performance over industry benchmarks and a 40% reduction in hardware development cycles [1]. - New Kylin did not showcase any new photolithography equipment at the expo, as they did not receive notifications for new product releases [1]. Group 3: Market Insights - Dongwu Securities suggests that overseas restrictions on semiconductors are beneficial for the market share of domestic semiconductor equipment [1]. - The domestic wafer fabrication process is expected to see a rapid increase in the localization rate of core process equipment such as photolithography, etching, and thin film deposition [1]. - Continuous price increases in memory chips, active expansion of domestic advanced processes, and the development of domestic computing power are creating investment opportunities in the manufacturing sector [1].