Core Viewpoint - Semiconductor stocks are experiencing significant gains, driven by developments in high-bandwidth memory (HBM) and strong financial performance in the sector [1] Group 1: Stock Performance - Semiconductor stocks are leading in gains, with notable increases: SMIC (00981) up 5.3% to HKD 75.45, Hua Hong Semiconductor (01347) up 4.29% to HKD 76.6, Shanghai Fudan (01385) up 3.14% to HKD 40.74, and ZTE Corporation (00763) up 2.8% to HKD 32.28 [1] Group 2: Market Developments - SK Hynix announced on November 5 that it has completed price and quantity negotiations with NVIDIA for the supply of the sixth-generation high-bandwidth memory (HBM4) [1] - The supply price for HBM4 will be over 50% higher than the previous generation, and it will be used in NVIDIA's next-generation AI chip, Rubin, set to launch in the second half of next year [1] - SK Hynix's pricing strategy may trigger a market reevaluation of high-end storage chip values [1] Group 3: Financial Performance - The semiconductor industry has seen record net profits for listed companies in the first three quarters of this year, with a comparable year-on-year growth of 53% [1] - According to Guosen Securities, over half of the 146 A-share semiconductor companies analyzed are expected to achieve new quarterly revenue highs by 2025, driven by AI and self-sufficiency trends [1] - The report recommends companies like SMIC and Hua Hong Semiconductor, which are benefiting from the rise of domestic chip design firms and the trend towards high-end domestic chips [1]