The semiconductor sector in the Hong Kong stock market showed strength against the broader market trend. GIGADEVICE surged by more than 10%, while Axera advanced over 3%. Lattice Semiconductor rose more than 2%. Hua Hong Semiconductor, OmniVision Technologies, and NOVOSENSE each increased by over 1%.

China Galaxy Securities believes that against the backdrop of the external environment, supply chain security and self-sufficiency remain long-term trends. Equipment and materials have the strongest fundamentals under the top-level design of domestic substitution. Digital chips are the core carriers for computational self-reliance, and advanced packaging and testing benefit from technological upgrades.