Chinese semiconductor stocks rise on optimism over Huawei’s chip plans
Chinese semiconductor stocks have surged following Huawei's announcement of a new chip architecture designed to bypass US sanctions. Shares of major companies like SMIC and Hua Hong saw significant increases after Huawei's presentation at a symposium. The new architecture, called LogicFolding, aims to enhance transistor density without solely relying on smaller transistors.
- ▪SMIC shares jumped more than 17% and Hua Hong Semiconductor climbed over 16% after Huawei's announcement.
- ▪Huawei introduced the LogicFolding architecture, which aims for greater transistor density by redesigning chip layouts.
- ▪The first LogicFolding-based Kirin smartphone chips are expected to be available by Fall 2026.
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Chinese semiconductor stocks rise on optimism over Huawei’s chip plans SMIC and Hua Hong shares surged after Huawei unveiled a novel chip architecture designed to sidestep US sanctions. Share Add us on Google by Editorial Team May. 25, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Huawei just told the semiconductor world it found a different door. And Hong Kong’s chip stocks responded like someone rang the opening bell twice.
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