NVIDIA announces $2 billion investment in semiconductor company, Demingli hits the daily limit, Baiwei Storage rises over 9%

April 1, the semiconductor sector opened higher and rose in the morning. As of the time of this report, component stocks Deminli (001309.SZ) hit the daily limit, Bayside Memory (688525.SH) rose by more than 9%, Jiangbo Long (301308.SZ), SinoSeed (688521.SH), Guoke Micro (300672.SZ), Qiangyi Shares (688809.SH), Changguang Huaxin (688048.SH), Hengyun Chang (688785.SH) and others also followed suit.

On the news front, according to CCTV Finance, on Tuesday local time, NVIDIA (NVDA.US) led large-cap U.S. tech stocks with a gain of nearly 5.6%. That day, NVIDIA announced that it will invest $2.0 billion in the U.S. semiconductor company Marvell Technology (MRVL.US), bringing it into NVIDIA’s AI ecosystem. In addition, the two sides will also cooperate on silicon photonics technology to help customers build AI compute infrastructure. Fueled by this news, Marvell Technology’s stock price surged 12.8% on Tuesday.

In addition, the global semiconductor industry’s annual event SEMICONChina2026 will be held in Shanghai from March 25 to March 27. This year’s show, themed “Cross-Industry Global · Hearts Connected Through Chips,” brings together more than 1,500 upstream and downstream companies and attracts over 180,000 professional attendees for this grand gathering. During the event, AMEC (688012.SH) launched a new-generation inductor-coupled ICP plasma etching equipment PrimoAngnova and a highly selective etching machine PrimoDomingo, which can support 5-nanometer and below logic chips as well as advanced memory manufacturing. NAURA (002371.SZ) released a 12-inch D2W hybrid bonding equipment QomolaHPD30, becoming the first domestic company to complete client-side process verification. TWO Technology (688072.SH) achieved both the PECVD equipment installed base volume and process coverage rates at the No. 1 level in China, and also released the ALD new product VS-300Astra-sSiN, strengthening its competitiveness in the high-throughput and low-CoO areas.

A CICC research report said that SEMICONCHINA2026 highlights three trends in China’s semiconductor industry: moving from single-point breakthroughs to the rise of the entire industrial chain, making breakthroughs from mature process technologies to advanced process technologies, and expanding from the domestic market to the global market. With steady breakthroughs across all segments of domestically produced semiconductor equipment, components, and materials, advanced process products are seeing batch deployment, overseas dependency continues to decline, and local companies have become the core driver of industry growth.