Penghua STAR 100 ETF rose 1.61% to 1.83 yuan, while the SSE STAR 100 Index gained 1.57%. On the news front, benefiting from AI demand spillover, both major wafer fabs posted record second-quarter revenue. SMIC's second-quarter revenue exceeded 3 billion US dollars, with net profit surging nearly fourfold, and third-quarter revenue is expected to grow 2% to 4% quarter-on-quarter. Hua Hong Semiconductor reported second-quarter revenue of 717.5 million US dollars, up 27% year-on-year, and expects third-quarter revenue between 770 million and 780 million US dollars. China Merchants Securities noted that domestic advanced memory and logic production line expansion is expected to accelerate in 2026, and upstream equipment makers will benefit from downstream capacity expansion and their own technological breakthroughs, with the localization rate entering a phase of large-scale improvement. SEMI has raised its forecast for the global semiconductor equipment market in 2026 to 165.9 billion US dollars, mainly driven by investment in DRAM, HBM, and advanced logic. As of 9:44 a.m. on August 14, 2026, among constituent stocks, Juxin rose 8.98%, Lianyun Technology rose 8.40%, and Guanggang Gas rose 8.08%.
SMIC
Shenyang Chemical Industry Co Ltd
Hua Hong Semiconductor Limited
MAXIO TECHNOLOGY (HANGZHOU) LTD A
Semiconductor Manufacturing Intl Co