Ge Long Hui·2026-01-22 02:12Group 1 - Semiconductor stocks in Hong Kong experienced a significant rise, with InnoCare leading with over 7% increase and Hua Hong Semiconductor rising over 8%, reaching a historical high [1] - KeyBanc data indicates that Intel and AMD have nearly sold out their server CPU capacity for the entire year of 2026 due to large-scale cloud service providers purchasing aggressively [1] - Both Intel and AMD plan to increase server CPU prices by 10-15% to address extreme supply-demand imbalance and ensure stable future supply [1] Group 2 - Analysts predict that the market demand for server chips will grow at an annual rate of 30% to 40% by 2026 [1] - Guosen Securities' latest report highlights that the semiconductor sector is performing better than expected, with price increases across multiple segments and the upcoming release of AI glasses [1] - The report continues to recommend cyclical recovery semiconductor companies such as Naxin Micro and foundry firms like SMIC and Hua Hong Semiconductor [1]