The semiconductor sector experienced a notable uptick during afternoon trading. Shares of companies such as Guoke Micro and Biwin Storage surged by more than 10%, while GigaDevice saw its stock hit the daily limit-up.

Hua Hong Company's stock price rose sharply by over 10%, and its Hong Kong-listed shares increased by more than 7%.

Reports indicate that Hua Hong has made new breakthroughs in advanced chip manufacturing technology. Its wafer fabrication subsidiary, Huali Microelectronics, is advancing preparations for mass production using the latest nanometer-scale advanced processes. Once large-scale production is achieved, this would position Hua Hong as one of the few domestic chip manufacturers with capabilities at this technological level.

Additionally, following price increases in memory chips and packaging, the semiconductor supply chain may see a new wave of rising costs. Major foundries specializing in mature process nodes, including UMC, Vanguard International Semiconductor, and Powerchip Semiconductor, are expected to raise prices as early as April, with increases potentially reaching 10% or more. Vanguard has indicated plans to adjust pricing starting in April 2026, though specific figures have not been disclosed. Powerchip confirmed that it has already begun raising prices this quarter, primarily for product lines with lower profit margins. In response to rising costs, key customers in mature processes, particularly IC design firms focused on driver ICs, are also planning price adjustments.