In 2026, the market capitalization performance of semiconductor companies listed on the Hong Kong Stock Exchange showed significant divergence, with an average increase of 10.85%, but a median decline of -9.52%. Notably, the distribution and solutions sectors performed strongly, with an average increase of 56.05%. Leading A+H companies such as Montage Technology and GigaDevice demonstrated significant H-share premiums. Conversely, sectors such as power semiconductors, wafer foundries, and optical communication chips faced pressures, with overall poor performance.
