Mei Ri Jing Ji Xin Wen·2026-02-13 01:57Industry Insights - Shenzhen Municipal Bureau of Industry and Information Technology has issued the "Artificial Intelligence + Advanced Manufacturing Action Plan (2026-2027)", aiming to promote the application of AI technology in key areas of the semiconductor industry, enhancing efficiency in chip design and software coding [2] - SMIC announced that its memory and BCD products are in short supply, leading to price increases [2] - Hua Hong Semiconductor reported a record high sales revenue of $659.9 million in Q4, a year-on-year increase of 22.4% and a quarter-on-quarter increase of 3.9%. The gross margin was 13.0%, up 1.6 percentage points year-on-year but down 0.5 percentage points quarter-on-quarter. The net profit attributable to shareholders was $17.5 million, compared to a loss of $25.2 million in the same period last year [2] Company Developments - Aerospace Intelligence stated that it has provided chips for the GW-A2 constellation, but the specific usage for the launch mission is unclear. The company cannot estimate the impact of the launch on its Q1 2026 operations [3] - Debon Securities noted that the semiconductor upstream sector showed overall growth in 2025, with semiconductor equipment performing better than materials and components, and packaging and testing outperforming wafer foundry [3] Related ETFs - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (60%) and materials (25%) [3] - The Semiconductor Equipment ETF Huaxia (562590) and its linked funds emphasize semiconductor equipment (63%) and materials (24%), targeting the upstream semiconductor sector [3]