AI Chip Concept Stocks Watch | SMIC (00981.HK) opens lower and trades sideways; Samsung plans to double next-gen HBM performance

NewTimeSpace (newtimespace.com) News, on September 2, 2026, the chip theme continued to weaken, with SMIC (00981.HK) opening lower and trading sideways. As of 13:32, the company was quoted at HKD 68.150, down 1.02%.

On the news front, Samsung Electronics (005930.KR) plans to boost the performance of its next-generation high-bandwidth memory (HBM), HBM5, to twice that of HBM4E, while the performance target of the subsequent-generation product zHBM is set at 8 times that of HBM4E. Samsung will center on 3D structural innovation to compete for dominance in the next-generation memory market.

Guotai Haitong Securities noted that semiconductor equipment investment is jointly driven by advanced logic, HBM / advanced DRAM, advanced packaging, and domestic substitution; the sharp increase in capital expenditures by overseas majors signals that the semiconductor industry is entering a new round of major demand cycle, and AI is driving HBM demand and lifting the prosperity of overall DRAM demand.

SMIC (00981.HK)Provides IC wafer foundry and related technical services. It is the largest pure-play wafer foundry in China by capacity and offers the broadest coverage of process nodes. Its mature and select advanced process lines address applications including smart terminals, IoT, and computing chips. Based on its periodic disclosures, wafer shipments, capacity utilization, and revenue are at historically high levels.

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