Chip stocks surged collectively during afternoon trading. As of press time, SMIC (00981) gained 3.5% to HK$51.8; HUA HONG SEMI (01347) rose 3.09% to HK$48.06; HG SEMI (06908) climbed 3.08% to HK$0.67; and SHANGHAI FUDAN (01385) increased 0.6% to HK$30.28.

On the news front, HUA HONG SEMI recently announced its plans to acquire controlling interest in Huali Micro through a combination of share issuance and cash payment. The acquisition target involves equity stakes in some of Huali Micro's mature process manufacturing operations.

Industry analysts noted that this asset acquisition represents part of the current consolidation wave within China's domestic semiconductor industry. HUA HONG SEMI will further strengthen its strategic positioning focused on mature processes and specialty technologies, reinforcing its technical advantages in automotive, industrial, and consumer electronics markets.

Additionally, on August 6, Trump announced plans to impose 100% industry tariffs on semiconductors imported into the United States. Western Securities pointed out that in the short term, semiconductor industry tariffs will significantly increase production costs and raise electronic product prices, thereby suppressing demand. Following the announcement, companies with investment plans in the US showed relatively strong stock market performance.

From a long-term perspective, regional and national factors are becoming new variables in semiconductor supply chain restructuring. The firm believes that tariffs and their design and implementation could have profound impacts on the semiconductor and technology industries, as the value of production locations transforms from intangible factors to metrics quantified by tariffs.