HK Stock Market Move | Chip stocks rise in the afternoon New Kelai subsidiary releases two EDA design software Semiconductor independent controllable logic strengthening

Chip stocks rose in the afternoon, as of the press time, HUA HONG SEMI (01347) rose 4.69% to HK$80.35; SOLOMON SYSTECH (02878) rose 3.92% to HK$0.53; SHANGHAI FUDAN (01385) rose 3.54% to HK$41; Semiconductor Manufacturing International Corporation (00981) rose 1.43% to HK$74.4. On the news front, from October 15th to 17th, the 2025 Bay Area Semiconductor Industry Ecology Expo was held in Shenzhen. New Kailai's subsidiary, Qiuyunfang, released two domestically produced electronic engineering EDA (schematic and PCB) design software products with complete independent intellectual property rights for the first time in the industry. The performance of the products was improved by 30% compared to the industry benchmark, and the hardware development cycle could be shortened by 40%. However, on the first day of the Bay Area Expo, New Kailai did not showcase equipment related to lithography. The staff at the company's booth stated, "We have not received any notice of new product releases, so there will be no new product releases at this exhibition." Soochow believes that overseas regulations on semiconductors will benefit the increase in market share of domestic semiconductor equipment. The localization rate of core process equipment in domestic wafer fabs, such as lithography, etching, and thin film deposition, is expected to rapidly increase. In addition, the continuous increase in storage prices, proactive expansion of domestic advanced processes, and the development of domestic computing power all bring investment opportunities to the manufacturing end.