Hong Kong Stock Movement | NOVOSENSE (02676) Surges Over 13% as Semiconductor Price Hikes Spread, Domestic Analog Demand and Prices Show Upside Potential

Stock News
01/28

NOVOSENSE (02676) rose over 13%, and as of the time of writing, it was up 13.31% to HKD 160, with a turnover of HKD 36.0755 million. Following successive price increases in memory chips, the number of companies and categories of chips experiencing price hikes is expanding. According to reports from the industry chain, after significant price increases for memory chips, some analog chip companies have begun raising prices on certain products. Public information shows that starting from late 2025, international analog companies like Texas Instruments and ADI have begun successively increasing prices for some products, with the downstream application areas corresponding to the涨价 categories primarily being AI servers and automotive electronics. It is worth noting that the strong outlook recently provided by Texas Instruments highlights a rebound in analog chip orders. According to Frost & Sullivan data, in 2024, ranked by analog chip revenue, NOVOSENSE was fifth among Chinese analog chip manufacturers and was also the only company among the top ten domestic manufacturers with a significant focus on all three major product lines: sensors, signal chain chips, and power management chips. A previous research report from Kaiyuan Securities pointed out that in 2026, with the continued recovery of downstream demand and sustained high capital expenditure in AI, there is potential for both domestic analog demand and prices to rise.

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