{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Hong Kong Semiconductors news", "home_page_url": "https://sharemaestro.com/newsreel/hk/technology/semiconductors/", "feed_url": "https://sharemaestro.com/newsreel/hk/technology/semiconductors/feed.json", "description": "Latest Semiconductors company headlines from Hong Kong, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:843d25762cc4bc467d51a6f9f87751f0f388378d045c7a46a6e826c986c914fd", "url": "https://finance.yahoo.com/markets/stocks/articles/china-earnings-test-rotation-ai-233000064.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/china-earnings-test-rotation-ai-233000064.html", "title": "China Earnings to Test Rotation From AI to Internet Stocks", "content_text": "(Bloomberg) -- A rotation into China's biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden Stances China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Results from Tencent Holdings Ltd. and JD.com Inc., due Wednesday and Thursday respectively, will offer an early look at whether stronger core businesses can cushion the impact of rising AI spending, while Semiconductor Manufacturing International Corp.'s outlook may provide clues on chip demand. The reports may signal if market leadership stays with internet platforms or swing back to chipmakers. A broader shift into internet and consumer stocks has gathered pace since late June as the artificial intelligence rally cooled, reversing some of the market's first-half trends. JD.com and Alibaba Group Holding Ltd. have been the top performers on the benchmark Hang Seng Index since the start of July after lagging in the first six months, while SMIC has moved in the opposite direction. \"It's quite possible it will continue,\" Leonid Mironov, portfolio manager at Gavekal Capital Ltd., said of the rotation. \"Alibaba and Tencent offer a very different positioning in the AI space than SMIC and other semiconductor names. Investors need to make up their mind which one is preferable.\" Analysts say profitability outlooks for internet companies are improving. JD.com is likely to report an 18% year-on-year increase in non-GAAP net profit for the second quarter to 8.7 billion yuan ($1.29 billion), supported by a meaningful narrowing of its food delivery loss with a more rational competitive backdrop, according to HSBC Holdings Plc. Peer Meituan may also report results that are slightly ahead of forecasts as losses narrow faster than expected amid easing subsidy intensity, Citigroup Inc. analysts wrote in a note. On the other hand, SMIC may face hurdles in meeting its guided margins of 20% to 22%, according to Bloomberg Intelligence, though sales for the second quarter is expected to grow 14% to 16% from the prior three months. Investors will be keeping an eye on third-quarter guidance for signs that margin gains and recent price increases are sustainable. Not all internet companies are likely to benefit equally. \"We expect dispersion among China internet names, because the market will reward companies that can convert investment into earnings and defend margins, rather than simply announce a larger capex budget,\" said Song Zhe, senior investment specialist at BNP Paribas Asset Management. Story Continues Investors will be watching AI-related capital spending plans closely after a pullback in chipmakers that had rallied on expectations of stronger outlays by Chinese hyperscalers. \"If internet companies signal a heavier investment phase alongside a softer outlook for their core consumer facing businesses, semiconductor names could regain leadership as investors refocus on AI infrastructure growth,\" said Gary Tan, a portfolio manager at Allspring Global Investments. --With assistance from Jeanny Yu. Most Read from Bloomberg Businessweek Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches ICE Arrests Are Pushing Immigrant Families Deeper Into Poverty Lululemon Is At War With Itself With EV Sales Slowing, Hybrid Cars Are Hot Again Canada Stares Down 'Quebexit' Risk \u00a92026 Bloomberg L.P.", "date_published": "2026-08-11T23:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "0981"], "_sharemaestro": {"country": "Hong Kong", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "0981", "name": "Semiconductor Manufacturing International Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/d54e8a5d-482b-4a59-b9dd-afc921e04c8d/"}]}}, {"id": "source:bc2ba69141e3b57be6f781b991780d346d43033b0e00c81936b0d24d1876afb4", "url": "https://finance.yahoo.com/technology/ai/articles/compal-opens-daxi-ai-server-160000073.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/compal-opens-daxi-ai-server-160000073.html", "title": "Compal Opens Daxi AI Server Manufacturing Center, Strengthening Its Global AI Manufacturing Footprint", "content_text": "TAOYUAN, Aug. 11, 2026 /PRNewswire/ -- Compal Electronics (Compal; TWSE: 2324) today held the opening ceremony for its Daxi AI Server Manufacturing Center, officially launching next-generation AI server manufacturing capacity. The facility marks a significant milestone in Compal's global AI manufacturing strategy and reinforces its commitment to strengthening its role in the global AI supply chain. The ceremony was hosted by Compal Chairman Ray Chen and attended by distinguished guests including Taoyuan City Mayor Simon Chang, Taoyuan City Council Speaker Chiu Yi-Sheng, Legislator Chiu Jo-Hua, Taoyuan City Councilors Lee Po-Fang and Liang Wei-Chao, and Taoyuan City Department of Economic Development Director Chang Cheng, who joined together to celebrate this important milestone. Their presence underscores Compal's long-term commitment to Taiwan and its determination to further strengthen its strategic position within the global AI supply chain. As demand for AI, high-performance computing (HPC), and large-scale data centers continues to grow rapidly, global demand for AI servers is also accelerating. To capitalize on these opportunities, Compal has been actively expanding its AI server R&D and manufacturing capabilities. In May this year, the Company announced its investment in the Daxi facility, including property acquisition, facility upgrades, and the deployment of advanced manufacturing equipment, with a total investment of NT$4.03 billion. The launch of the Daxi Manufacturing Center will further enhance Compal's competitiveness in AI server manufacturing, supply chain resilience, and global fulfillment capabilities. The Daxi facility occupies approximately 7,654 square meters of land with a total floor area of approximately 21,706 square meters. The site will focus on the production of AI server systems (L10) and rack-level solutions (L11) and is expected to begin contributing revenue progressively starting in the 4Q 2026. With the addition of the Daxi Manufacturing Center, Compal's AI server system production capacity is expected to double, while adding new rack manufacturing capabilities to support the growing demand for AI servers and data center infrastructure. The Daxi AI Server Manufacturing Center will incorporate Compal's proprietary liquid-cooling technology and focus on rack-level system integration, advanced cooling technologies, and high-density AI infrastructure manufacturing capabilities. These technologies are designed to address the increasing demands for higher power consumption, greater computing density, and enhanced reliability in AI server deployments, while delivering more stable and energy-efficient solutions for customers. Story Continues From a global manufacturing perspective, the Daxi Manufacturing Center will complement Compal's existing production sites in Taiwan, Vietnam, and the United States. Through this coordinated manufacturing network, Compal will offer customers greater regional manufacturing flexibility, enhanced order support, and improved global delivery capabilities to meet the increasingly diverse supply chain requirements of AI customers worldwide. Ray Chen, Chairman of Compal Electronics stated: \"Compal is accelerating its transformation into an AI-centric company. In the AI server market, our customer base has expanded from traditional PC ODM customers into the NeoCloud, which has become a key driver of the rapid growth of our server business this year. Going forward, we will further expand our presence among Hyperscaler and Enterprise customers.\" He further added, \"AI is changing the world, and manufacturing capability will determine who can truly turn AI into reality. The opening of the Daxi Manufacturing Center is not only an expansion of our production capacity, but also a meaningful enhancement of Compal's overall capabilities across the AI supply chain. Combined with the planned full-scale ramp-up of our Texas facility in the United States next year, we are highly confide", "date_published": "2026-08-11T16:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "0981"], "_sharemaestro": {"country": "Hong Kong", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "0981", "name": "Semiconductor Manufacturing International Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/d54e8a5d-482b-4a59-b9dd-afc921e04c8d/"}]}}, {"id": "source:c94fbfd7489882ed104e761cfe3f25af2d1aa16c092f93ab15833d22a3fb68fa", "url": "https://news.google.com/rss/articles/CBMiogFBVV95cUxPdVZNYVYyUlFIZmgxZHdMWFpnNnVOY2N5NWIwcmRQckNTUTlvU0xYYmVxUE1EUGRod0VOYVk2QXBFNnFHalZySWhFZWdWeXF6Z1g3Z1ZBY09vcEdiVFVpd09UMUpPd3RkU2c0WFF0UzY4TkZ3WkZYLTVaaGlRRzU3WVExTXA1dC1QS0g0YzhyN1dVM2g5UnpZRWJxbE5GOURETXc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiogFBVV95cUxPdVZNYVYyUlFIZmgxZHdMWFpnNnVOY2N5NWIwcmRQckNTUTlvU0xYYmVxUE1EUGRod0VOYVk2QXBFNnFHalZySWhFZWdWeXF6Z1g3Z1ZBY09vcEdiVFVpd09UMUpPd3RkU2c0WFF0UzY4TkZ3WkZYLTVaaGlRRzU3WVExTXA1dC1QS0g0YzhyN1dVM2g5UnpZRWJxbE5GOURETXc?oc=5", "title": "Why is Montage Tech stock sliding today? By Investing.com", "content_text": "Why is Montage Tech stock sliding today? By Investing.com", "date_published": "2026-07-17T06:28:09+00:00", "authors": [{"name": "Investing.com Canada"}], "tags": ["Market update", "6809"], "_sharemaestro": {"country": "Hong Kong", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "6809", "name": "MONTAGE TECH", "sentiment_url": "https://sharemaestro.com/sentiment/3733b355-647e-4160-9535-d08ff0b5f734/"}]}}]}