Semiconductor Market

Semiconductor Market

Global Semiconductor Inventory Adjustment Nears End; Recovery Momentum Expected in H2

As major foundries' capacity utilization recovers and end demand gradually improves, global semiconductor inventory adjustment is nearing its end, with moderate growth expected in H2. Southeast Asia supply chain benefits from geopolitical order shifts and localization strategies; packaging and testing and component segments first reflect demand recovery. This article analyzes industry cycle inflection points and investment opportunities.

2026-07-28 152 0

Semiconductor Market

New Capital Channel: How the 18C Special Technology System Reshapes the Wide Bandgap Semiconductor Industry Landscape

This article explores how the HKEX 18C Special Technology System helped the silicon carbide IDM company Basic Semiconductor successfully go public, providing a new financing path for the wide bandgap semiconductor industry. It analyzes the key role of silicon carbide in the era of new energy and AI computing power, as well as the industry development challenges.

2026-07-24 150 0

Semiconductor Market

FuChuang Precision's Net Profit Soars 8x, Domestic Substitution in Semiconductor Equipment Accelerates

FuChuang Precision (688409.SH) reported a net profit surge of over 8x YoY in H1 2026, driven by global wafer fab expansion and accelerated domestic substitution of semiconductor equipment. As one of the few domestic suppliers capable of mass-producing key components for semiconductor equipment, the company has deep expertise in precision machining and surface treatment. Its explosive growth highlights industry trends and its leading position.

2026-07-20 168 0

Semiconductor Market

Integrate core assets, Jingce Electronics accelerates semiconductor measurement and inspection track layout

Jingce Electronics plans to acquire remaining equity of Shanghai Jingce for full control, accelerating front-end semiconductor measurement and inspection layout. This optimizes governance, enhances technology synergy and customer resource reuse, consolidates its edge in semiconductor measurement and inspection, and drives domestic equipment substitution.

2026-07-20 127 0

Semiconductor Market

Global Semiconductor Market Shocks: South Korea Regulatory Storm and Geopolitical Risks

On July 16, 2026, US stocks diverged, with the Dow slightly up and Nasdaq sharply down. The memory chip sector collapsed, with Kioxia, SanDisk, SK Hynix, etc., plunging. South Korea's regulatory storm precisely hit leveraged ETFs, compounded by escalating Middle East tensions and TSMC earnings expectation adjustments, intensifying market turmoil.

2026-07-20 142 0