Group 1 - The Hong Kong chip stocks have shown strong performance, with InnoPhase rising over 8%, ASMPT increasing over 7%, and other companies like Tenstorrent and WallenTech rising over 4% [1][6] - InnoPhase announced that its chairman and controlling shareholder, Dr. Weiwei Luo, has committed not to sell his beneficially owned 154.7 million shares for 12 months starting from January 22, 2026 [3][8] - Samsung Electronics is diversifying its supply chain for high bandwidth memory (HBM) critical equipment by discussing supply matters with ASMPT [3][8] Group 2 - Multiple brokerages have raised target prices for SanDisk and Micron, citing strong enterprise SSD demand and tight NAND flash supply driving up product prices [3][8] - Analysts believe that the demand for high-performance storage driven by AI infrastructure development, combined with major manufacturers' production cuts to maintain prices, has fundamentally reversed the market supply-demand structure [3][8]
港股芯片股全线走强，英诺赛科涨超8%，AI导致存储市场供需结构发生根本性逆转