智通财经网·2025-11-17 01:57Group 1 - Chip stocks are rising against the market trend, with Shanghai Fudan up 6.09% to HKD 41.48, Huahong Semiconductor up 3.69% to HKD 80.1, Jingmen Semiconductor up 2.17% to HKD 0.47, and SMIC up 1.43% to HKD 74.55 [1] - SMIC reported a record high revenue of CNY 17.162 billion for Q3 2025, with a quarter-on-quarter increase of 6.9% and a year-on-year increase of 9.9% [1] - SMIC's net profit attributable to shareholders reached CNY 1.517 billion, marking a year-on-year growth of 43.1% and a quarter-on-quarter increase of 60.64% [1] Group 2 - SMIC's CEO Zhao Haijun indicated that the fourth quarter is expected to be strong, with revenue guidance flat to a 2% increase, and production lines remaining fully loaded [1] - The global DRAM market is experiencing shortages, leading to rising prices for DRAM modules and a challenging supply situation [1] - Morgan Stanley's report suggests that the memory chip industry may enter a "super cycle" next year due to potential supply-demand imbalances in the storage sector [1]