Chip stocks experienced a broad-based rally. At the time of writing, MONTAGE TECH (06809) rose 5.13% to HK$204.8; GIGADEVICE (03986) increased 4.69% to HK$366.4; SMIC (00981) advanced 3.86% to HK$57.85; and HUA HONG SEMI (01347) gained 2.86% to HK$93.4. The positive movement follows reports of substantial profit growth in the global memory chip industry. Samsung Electronics recently disclosed its Q1 2026 financial results, revealing an operating profit surge of over eightfold. Several A-share memory chip companies have also released their 2025 annual reports, with firms like Shannon芯创 and Demingli reporting doubled or higher profits. Furthermore, global memory chip giant SK Hynix is scheduled to announce its first-quarter results later this month. Citigroup released a research note forecasting SK Hynix's Q1 operating profit to reach 39.1 trillion won, a 104% increase from the previous quarter and a 426% rise year-on-year, significantly exceeding the market consensus estimate of 35.1 trillion won. The bank noted that SK Hynix's average DRAM selling price is expected to increase by 63% quarter-on-quarter, while its average NAND price is projected to rise by 70%. The primary driver is identified as explosive growth in demand for KV cache storage in AI inference scenarios.
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