➀ The semiconductor sector in Hong Kong experienced a surge, with stocks like Hongguang Semiconductor rising over 200%, Jingyang Group over 100%, and Kangtong, Crystal Gate Semiconductor, and Shanghai Fudan over 90%; ➁ The rise in Hong Kong's semiconductor stocks may be attributed to the increase in US chip stocks, with NVIDIA's CEO emphasizing strong demand for its Blackwell chip; ➂ South Korea's semiconductor inventory decreased at its fastest pace since 2009, indicating a growing demand for high-performance storage chips for AI development.
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