Chinese stocks rally as semiconductor chain surges on AI demand forecasts
Chinese stock markets rallied on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led gains, driven by AI-related demand forecasts from Morgan Stanley, which projected China's domestic advanced packaging market could reach hundreds of billions of yuan by 2029. NVIDIA CEO Jensen Huang predicted chip sales in 2027 would roughly double current levels. The Bank of Japan raised rates by 25 basis points to 1.25%, a 31-year high. China's housing ministry noted second-hand home transactions surpassed 50% of total sales, marking an era of existing stock.
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A-Share Market Surges with Broad Gains; Storage Chip and CPO Sectors Lead Rally
On September 18, China's A-share market saw a broad rally with the Shanghai Composite Index up 0.94%, the Shenzhen Component Index up 1.72%, and the ChiNext Index up 2.25%. Total market turnover reached 2.0929 trillion yuan, up 256.4 billion yuan from the previous session, with over 4,200 stocks rising. Main capital net inflow exceeded 440 billion yuan, according to Flush data. The storage chip sector surged, driven by overnight gains in US tech stocks and AI hardware shares, including a 3.14% rise in the Philadelphia Semiconductor Index. Micron Technology's former executive Sumit Sadana forecasted meaningful new supply would not ramp until 2028. The CPO (co-packaged optics) sector also performed strongly, with analysts citing sustained AI hardware demand, CPO specification rumors affecting PCB stocks, and Huawei's updated computing roadmap. Separately, Zhang Xuetao, director of the Housing and Urban-Rural Development Ministry's real estate market supervision department, stated at a press conference that the housing market has undergone two major shifts: supply-demand changes and the rise of second-hand home sales, which now account for 52% of transactions in the first eight months of 2025, making presale housing the trend.
China's ChiNext Index Rises Over 2% as Semiconductor Stocks Surge on AI Demand Forecasts
Chinese stock markets rallied on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks gaining across the market. The semiconductor supply chain led the surge, driven by multiple bullish forecasts. Morgan Stanley projected China's advanced packaging market could reach 100 billion yuan by 2029, citing AI industry growth. Micron's former executive Sumit Sadana estimated meaningful new memory supply would not ramp until 2028. Nvidia CEO Jensen Huang predicted 2027 chip sales would be about double current annual levels. Separately, the Bank of Japan raised its policy rate by 25 basis points to 1.25%, the highest in 31 years. China's Ministry of Housing stated the real estate market has entered an 'inventory era,' with second-hand home transactions exceeding 50% of total sales in the first eight months of 2025.
Read sourceChiNext Index Rises Over 2%; Semiconductor Chain Surges as More Than 4,500 Stocks Gain
Chinese stock markets saw broad gains on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks posting gains across the Shanghai and Shenzhen exchanges. Half-day trading volume reached 1.32 trillion yuan, up 74.3 billion yuan from the previous session. The semiconductor industry chain led the rally, with advanced packaging, memory chip, and computing hardware concepts surging. Morgan Stanley's industry report noted that driven by AI development, the domestic advanced packaging market could reach the hundred-billion-yuan level by 2029. Separately, a senior advisor to Micron Technology predicted meaningful new memory chip supply would not ramp up until 2028, while sources indicated SK Hynix is negotiating with Intel to potentially produce memory chips on U.S. soil. NVIDIA CEO Jensen Huang stated at a Scotland AI event that the company expects chip sales in 2027 to reach approximately twice current annual levels. The broad consumption sector also performed well, with retail stocks gaining. The Bank of Japan raised interest rates by 25 basis points to 1.25%, in line with expectations. China's Ministry of Housing and Urban-Rural Development stated that the real estate market has entered the era of existing inventory, with second-hand housing transactions surpassing 50% of total transactions.
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China's ChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI Optimism
Chinese stock markets rallied on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led gains, driven by advanced packaging and memory chip concepts. Morgan Stanley's report highlighted long-term growth potential in advanced packaging due to AI development, forecasting the domestic market to reach hundred-billion-yuan by 2029. Micron Technology's senior advisor predicted no meaningful new memory chip supply until 2028. NVIDIA CEO Jensen Huang stated at a Scotland AI event that chip sales in 2027 could double current levels. The Bank of Japan raised rates by 25 basis points to 1.25%, a 31-year high. China's Ministry of Housing and Urban-Rural Development noted the real estate market has entered the era of existing stock, with second-hand housing transactions surpassing 50%.
Read sourceChina's ChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI Optimism
Chinese stock markets saw broad gains on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led the rally, with sub-sectors like advanced packaging, memory chips, and computing hardware surging. Morgan Stanley's report highlighted long-term growth potential in advanced packaging, forecasting the domestic market to reach 100 billion yuan by 2029. Micron's senior advisor predicted no meaningful new memory chip supply until 2028. NVIDIA CEO Jensen Huang stated at an AI event that chip sales in 2027 could double current levels. The Bank of Japan raised rates by 25 basis points to 1.25%, as expected. China's Ministry of Housing noted the real estate market has entered an era of existing inventory, with second-hand home transactions exceeding 50% of total sales.
Read sourceChina's ChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI Demand Forecasts
Chinese stock markets rallied on September 18, with the ChiNext Index rising 2.11% and over 4,500 stocks gaining across the Shanghai and Shenzhen exchanges. The semiconductor industry chain led the surge, driven by advanced packaging and memory chip concepts. Morgan Stanley's industry report noted that the domestic advanced packaging market could reach the hundred-billion-yuan level by 2029, driven by AI development. Separately, a Micron Technology senior advisor predicted meaningful new memory chip supply would not ramp up until 2028, while SK Hynix is reportedly negotiating a cooperation agreement with Intel for potential U.S.-based memory chip production. NVIDIA CEO Jensen Huang stated at an AI event that the company expects chip sales in 2027 to reach approximately twice current annual levels. The mass consumption sector also performed well, supported by retail sales data showing a 1.1% year-on-year increase for the first eight months. The Bank of Japan raised interest rates by 25 basis points to 1.25%, the highest in 31 years. The Ministry of Housing and Urban-Rural Development noted that the real estate market has entered the era of existing stock, with second-hand housing transactions surpassing 50% of total transactions.
Read sourceChiNext Index Rises Over 2%; Semiconductor Chain Surges as Over 4,500 Stocks Gain
Chinese stock markets saw broad gains on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. Half-day turnover in Shanghai and Shenzhen reached 1.32 trillion yuan, up 74.3 billion yuan from the previous session. The semiconductor industry chain led the rally, with advanced packaging, storage chips, and computing hardware stocks surging. Morgan Stanley's report highlighted long-term growth potential in domestic advanced packaging, forecasting a hundred-billion-yuan market by 2029. Micron's senior advisor predicted no meaningful new memory supply until 2028, while SK Hynix is reportedly negotiating with Intel to produce chips in the U.S. NVIDIA CEO Jensen Huang stated at a Scotland AI event that chip sales in 2027 are expected to roughly double current annual levels. The mass consumption sector also performed well, supported by retail sales data showing a 1.1% year-on-year increase for the first eight months. The Bank of Japan raised rates by 25 basis points to 1.25%, in line with expectations. Separately, China's Ministry of Housing and Urban-Rural Development noted that the real estate market has entered the era of existing stock, with second-hand housing transactions exceeding 50% of total sales.
Read sourceChina's ChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI Demand Forecasts
Chinese stock markets rallied on September 18, with the ChiNext Index gaining 2.11% and over 4,500 stocks rising. The semiconductor industry chain led gains, driven by AI-related demand. Morgan Stanley forecast the domestic advanced packaging market could reach hundreds of billions of yuan by 2029. Micron's senior advisor predicted meaningful new memory supply would not ramp until 2028, while SK Hynix is reportedly in talks with Intel for U.S.-based production. NVIDIA CEO Jensen Huang stated at an AI event in Scotland that the company expects chip sales in 2027 to be roughly double current annual levels. A CICC report noted optical chip order backlogs extending into 2028. The Bank of Japan raised rates by 25 basis points to 1.25%, a 31-year high. China's Ministry of Housing and Urban-Rural Development reported that second-hand housing transactions surpassed 50% of total sales, marking the entry into the era of existing stock.
Read sourceChiNext Index Rises Over 2% as Semiconductor Chain Surges; BOJ Hikes Rates to 31-Year High
Chinese stock markets rallied on September 18, with the ChiNext Index gaining over 2% and more than 4,500 stocks advancing amid volatile morning trading. The semiconductor industry chain led gains, with advanced packaging, storage chips, and computing hardware stocks surging. Morgan Stanley reported that AI industry development drives long-term growth potential in advanced packaging, forecasting China's domestic market to reach hundred-billion-yuan by 2029. NVIDIA CEO Jensen Huang predicted chip sales in 2027 would double current annual levels. The Bank of Japan raised its target rate by 25 basis points to 1.25%, the highest in 31 years, in line with expectations. China's Ministry of Housing and Urban-Rural Development announced that the real estate market has entered the 'era of existing stock,' with second-hand home transactions rising from 27% in 2020 to 52% in the first eight months of 2025. Half-day turnover reached 1.32 trillion yuan, up 74.3 billion from the previous session.
Read sourceChina's ChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI Demand Forecasts
Chinese stock markets saw broad gains on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led the rally, driven by advanced packaging and storage chip concepts. Morgan Stanley's industry report noted that the domestic advanced packaging market could reach hundreds of billions of yuan by 2029, fueled by AI development. Micron Technology's senior advisor predicted meaningful new supply would not ramp up until 2028. Separately, SK Hynix is reportedly negotiating with Intel to potentially produce memory chips in the U.S. NVIDIA CEO Jensen Huang stated during an AI event that chip sales in 2027 are expected to be about twice current annual levels. The Bank of Japan raised interest rates by 25 basis points to 1.25%, the highest in 31 years. China's Ministry of Housing and Urban-Rural Development announced that the real estate market has entered the era of existing stock, with second-hand housing transactions surpassing 50% of total sales.
Read sourceChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI and Memory News
Chinese stock markets saw broad gains on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led the rally, driven by advanced packaging and memory chip concepts. Morgan Stanley's industry report noted that the domestic advanced packaging market could reach hundreds of billions of yuan by 2029, fueled by AI development. A Micron Technology senior advisor predicted meaningful new memory supply would not ramp up until 2028, while SK Hynix is reportedly negotiating a cooperation agreement with Intel for U.S.-based memory chip production. NVIDIA CEO Jensen Huang forecast that chip sales in 2027 would reach approximately twice the current annual level. The mass consumption sector also performed well, supported by retail sales data showing a 1.1% year-on-year increase from January to August. Separately, the Bank of Japan raised its target rate by 25 basis points to 1.25%, the highest in 31 years, in line with expectations. The Ministry of Housing and Urban-Rural Development stated that the real estate market has entered the era of existing stock, with second-hand home transactions surpassing 50% of total transactions.
Read sourceChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI Demand and BOJ Rate Hike
Chinese stock markets rallied on September 18, with the ChiNext Index rising 2.11% and over 4,500 stocks gaining amid volatile trading. The semiconductor industry chain led gains, driven by AI-related demand. Morgan Stanley forecast the domestic advanced packaging market could reach the hundred-billion-yuan level by 2029. A Micron executive predicted meaningful new memory chip supply would not ramp until 2028, while SK Hynix reportedly negotiates with Intel for U.S. production. NVIDIA CEO Jensen Huang forecast chip sales in 2027 at roughly double current levels. The Bank of Japan raised rates by 25 basis points to 1.25%, the highest in 31 years. China's Ministry of Housing noted the real estate market has entered the era of existing stock, with second-hand home transactions surpassing 50% of total sales. Half-day turnover reached 1.32 trillion yuan, up 74.3 billion from the prior session.
Read sourceChina's ChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI Demand Forecasts
Chinese stocks rallied on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks gaining. The semiconductor industry chain led the surge, driven by AI-related demand. Morgan Stanley highlighted long-term growth potential in advanced packaging, forecasting the domestic market to reach hundreds of billions of yuan by 2029. Micron's senior advisor predicted no meaningful new memory chip supply until 2028, while SK Hynix is reportedly in talks with Intel for U.S.-based production. NVIDIA CEO Jensen Huang forecast chip sales in 2027 to double current levels. The Bank of Japan raised rates by 25 basis points to 1.25%, in line with expectations. China's Ministry of Housing and Urban-Rural Development noted that second-hand home transactions surpassed 50% of total sales, marking the entry into the era of existing stock.
Read sourceChina's GEM Index Rises Over 2%; Semiconductor Chain Surges on AI Demand
Chinese stock markets saw broad gains on September 18, with the GEM index rising over 2% and more than 4,500 stocks in the green. The semiconductor industry chain led the rally, with advanced packaging, memory chips, and computing power hardware all surging. Morgan Stanley released a report forecasting the domestic advanced packaging market to reach 100 billion yuan by 2029, driven by AI industry growth. NVIDIA CEO Jensen Huang predicted that chip sales in 2027 would be approximately double current annual levels. The Bank of Japan raised interest rates by 25 basis points to 1.25%, the highest in 31 years, in line with expectations. The Ministry of Housing and Urban-Rural Development stated that the real estate market has entered a 'stock era,' with second-hand housing transactions exceeding 50% of total transactions in the first eight months of 2025.
Read sourceChina's ChiNext Index Surges Over 2%; Semiconductor Chain Leads Rally With Over 4,500 Stocks Gaining
Chinese stock markets rallied on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led gains, driven by advanced packaging, memory chips, and computing hardware concepts. Morgan Stanley's industry report noted that the domestic advanced packaging market could reach hundreds of billions of yuan by 2029, fueled by AI development. Memory chip stocks rose after a Micron executive predicted no meaningful new supply until 2028. Computing hardware stocks gained following NVIDIA CEO Jensen Huang's forecast that chip sales in 2027 would be roughly double current levels. The big consumption sector also performed well, supported by retail sales data showing 1.1% year-on-year growth from January to August. The Bank of Japan raised rates by 25 basis points to 1.25%, in line with expectations. Separately, a Chinese housing ministry official stated the real estate market has entered the era of existing stock, with second-hand housing transactions surpassing 50%.
Read sourceChiNext Index Rises Over 2% as Semiconductor Chain Surges; NVIDIA Forecasts Doubling Chip Sales by 2027
Chinese stock markets rallied on September 18, with the ChiNext Index gaining over 2% and more than 4,500 stocks advancing amid volatile morning trading. The semiconductor industry chain led gains, with advanced packaging, storage chips, and computing hardware stocks surging. Morgan Stanley's report highlighted long-term growth potential in domestic advanced packaging, expected to reach hundreds of billions of yuan by 2029, driven by AI development. Micron's senior advisor predicted meaningful new memory supply would not ramp up until 2028, while SK Hynix is reportedly negotiating a cooperation agreement with Intel for U.S.-based production. NVIDIA CEO Jensen Huang forecasted chip sales in 2027 to be roughly double current annual levels, and CICC noted optical module order visibility extending into 2027 and beyond. The consumer retail sector also performed well, supported by year-on-year retail sales growth of 1.1% from January to August. The Bank of Japan raised interest rates by 25 basis points to 1.25%, in line with expectations. The Ministry of Housing and Urban-Rural Development stated that the real estate market has entered the era of existing inventory, with second-hand housing transactions surpassing 50% of total transactions.
China's ChiNext Index Surges Over 2%; Semiconductor Chain Leads Broad Market Rally
Chinese stock markets rallied on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led gains, driven by advanced packaging and memory chip concepts. Morgan Stanley's industry report noted that the domestic advanced packaging market could reach a hundred-billion-yuan level by 2029, driven by AI development. Memory chip stocks rose after a Micron Technology executive predicted new supply would not ramp up until 2028, and reports emerged of SK Hynix potentially producing chips on U.S. soil with Intel. Computing hardware stocks also gained following NVIDIA CEO Jensen Huang's forecast that 2027 chip sales would be roughly double current levels. The big consumption sector was active, supported by positive retail sales data. The Bank of Japan raised rates by 25 basis points to 1.25%, in line with expectations. China's Ministry of Housing and Urban-Rural Development stated the real estate market has entered an era of existing stock, with second-hand home transactions exceeding 50% of total sales.
Read sourceChina's ChiNext Index Rises Over 2%; Semiconductor Chain Surges on AI Demand and NVIDIA Forecast
Chinese stock markets saw broad gains on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led the rally, with sub-sectors like advanced packaging, memory chips, and computing hardware surging. Morgan Stanley's research noted that AI industry growth gives the domestic advanced packaging market long-term potential, forecasting it to reach a hundred-billion-yuan level by 2029. Memory chip concepts strengthened after a Micron executive predicted no meaningful new supply until 2028, and reports emerged of SK Hynix negotiating a cooperation agreement with Intel. Computing hardware stocks rose following NVIDIA CEO Jensen Huang's statement that the company expects chip sales in 2027 to be roughly double current annual levels. Consumer retail stocks also performed well, supported by data showing a 1.1% year-on-year increase in total retail sales of consumer goods from January to August. The Bank of Japan raised its target rate to 1.25%, the highest in 31 years, in line with expectations.
Read sourceChina's ChiNext Index Rises Over 2%, Semiconductor Chain Surges on AI Demand
Chinese stock markets saw broad gains on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing. The semiconductor industry chain led the rally, driven by advanced packaging and memory chip concepts. Morgan Stanley's report highlighted long-term growth potential in domestic advanced packaging, forecasting a hundred-billion-yuan market by 2029. Micron Technology's senior advisor predicted no meaningful new memory supply until 2028, while SK Hynix is reportedly in talks with Intel for U.S.-based chip production. NVIDIA CEO Jensen Huang stated at an AI event that chip sales in 2027 could double current annual levels. Consumer retail stocks also gained after China's National Bureau of Statistics reported January-August retail sales rose 1.1% year-on-year. Separately, the Bank of Japan raised rates by 25 basis points to 1.25%, and China's Ministry of Housing and Urban-Rural Development noted the real estate market has entered an era of existing inventory, with second-hand housing transactions exceeding 50% of total sales.
Read sourceChiNext Index Surges Over 2% as Semiconductor Chain Booms on AI Demand, 4,500 Stocks Gain
Chinese stock markets rallied on September 18, with the ChiNext Index rising over 2% and more than 4,500 stocks advancing amid volatile trading. The semiconductor industry chain led gains, driven by AI-related demand. Morgan Stanley forecasted the domestic advanced packaging market to reach a hundred-billion-yuan level by 2029, citing AI industry growth. NVIDIA CEO Jensen Huang predicted chip sales in 2027 would double current levels. Memory chip stocks also rose after Micron's senior advisor stated meaningful new supply would not ramp up until 2028. The big consumption sector was active, supported by retail sales data showing 1.1% year-on-year growth from January to August. The Bank of Japan raised rates by 25 basis points to 1.25%, in line with expectations. China's Ministry of Housing and Urban-Rural Development noted the real estate market has entered the era of existing stock, with second-hand housing transactions exceeding 50% of total transactions.
Read source