Hong Kong Semiconductor Stocks Decline, ILUVATAR COREX Drops Over 6%

Deep News

Yesterday

Semiconductor concept stocks in the Hong Kong market trended lower, with ILUVATAR COREX falling more than 6%. Innoscience and Becker Microelectronics each dropped over 4%, while OmniVision Technologies declined more than 3%. Shanghai Fudan Microelectronics Group, SMIC, and GigaDevice Semiconductor each saw decreases exceeding 2%.

A Goldman Sachs report indicated that spot prices for DRAM are showing a massive premium over contract prices (reaching up to 172% for DDR4), signaling that contract prices will be forced to rise significantly. Strong ongoing demand for AI servers, surging revenue from major manufacturers, and customer acceptance of more aggressive price hikes collectively suggest that the memory chip "super cycle" is accelerating.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/1149667609"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"1149667609\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/1149667609?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-26 10:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1149667609","market":"other","top_or_hot":-1,"title":"Hong Kong Semiconductor Stocks Decline, ILUVATAR COREX Drops Over 6%","media":"Deep News","content":"<p>Semiconductor concept stocks in the Hong Kong market trended lower, with ILUVATAR COREX falling more than 6%. Innoscience and Becker Microelectronics each dropped over 4%, while OmniVision Technologies declined more than 3%. Shanghai Fudan Microelectronics Group, SMIC, and GigaDevice Semiconductor each saw decreases exceeding 2%.</p>\n<p>A Goldman Sachs report indicated that spot prices for DRAM are showing a massive premium over contract prices (reaching up to 172% for DDR4), signaling that contract prices will be forced to rise significantly. Strong ongoing demand for AI servers, surging revenue from major manufacturers, and customer acceptance of more aggressive price hikes collectively suggest that the memory chip \"super cycle\" is accelerating.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Semiconductor Stocks Decline, ILUVATAR COREX Drops Over 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Semiconductor Stocks Decline, ILUVATAR COREX Drops Over 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-26 10:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Semiconductor concept stocks in the Hong Kong market trended lower, with ILUVATAR COREX falling more than 6%. Innoscience and Becker Microelectronics each dropped over 4%, while OmniVision Technologies declined more than 3%. Shanghai Fudan Microelectronics Group, SMIC, and GigaDevice Semiconductor each saw decreases exceeding 2%.</p>\n<p>A Goldman Sachs report indicated that spot prices for DRAM are showing a massive premium over contract prices (reaching up to 172% for DDR4), signaling that contract prices will be forced to rise significantly. Strong ongoing demand for AI servers, surging revenue from major manufacturers, and customer acceptance of more aggressive price hikes collectively suggest that the memory chip \"super cycle\" is accelerating.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"09903","symbol_name":"天数智芯","start_time":0,"source_url":"","article_id":"1149667609","we_media_id":"1039043262","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1149667609","pubTimestamp":1769394149,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Deep News","introduction":"Global Stock Market Deep Analysis","home_visible":1,"id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"Semiconductor concept stocks in the Hong Kong market trended lower, with ILUVATAR COREX falling more than 6%. Innoscience and Becker Microelectronics each dropped over 4%, while OmniVision...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"09903":"天数智芯","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","BK4588":"碎股"},"translate_title":"港股半导体股下挫ILUVATAR COREX跌超6%","themeId":"9a7fe2687c0470323444decf14a66f04","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09903":1},"content_text":"Semiconductor concept stocks in the Hong Kong market trended lower, with ILUVATAR COREX falling more than 6%. Innoscience and Becker Microelectronics each dropped over 4%, while OmniVision Technologies declined more than 3%. Shanghai Fudan Microelectronics Group, SMIC, and GigaDevice Semiconductor each saw decreases exceeding 2%.\nA Goldman Sachs report indicated that spot prices for DRAM are showing a massive premium over contract prices (reaching up to 172% for DDR4), signaling that contract prices will be forced to rise significantly. Strong ongoing demand for AI servers, surging revenue from major manufacturers, and customer acceptance of more aggressive price hikes collectively suggest that the memory chip \"super cycle\" is accelerating.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}