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Home > Latest

The semiconductor sector is fluctuating weakly, with companies like Huawei Microelectronics hitting the daily limit for losses.

date
14/07/2026
The semiconductor sector fluctuated weakly. Huami Electronics hit the limit down, while companies such as Yoyen Silicon, Shanghai Hejing, ST Zeinlei, Shengke Communication-U, Huahai Qingke, and Taiwan Micro fell more than 10%.
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IDC released preliminary data from the "Global Quarterly Mobile Tracking Report", showing that in the second quarter of 2026, the shipment volume of the Chinese smartphone market was approximately 66.01 million units, a year-on-year decrease of 4.3%, marking the fifth consecutive quarter of year-on-year decline.
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Jefferies raised eBay's target price from $65 to $75.
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In June, inflation in the United States is expected to slow down, but the ongoing conflict in the Middle East may hinder this result from providing much comfort to households and may not rule out the possibility of the Federal Reserve raising interest rates again this year. The market expects that the slowdown in the Consumer Price Index (CPI) mainly reflects the fall in gasoline prices from multi-year highs. However, the ceasefire agreement between the US and Iran broke last week, causing gasoline prices to rise again. The American Automobile Association (AAA) data shows that the average price of regular gasoline in the United States rose to $3.87 per gallon on Monday. Brian Bethune, an economics professor at Boston College, said, "The level of pain consumers are enduring has only dropped from a 10 to a 9, they are still under immense pressure. We are far from out of the woods yet." Diane Swonk, chief economist at KPMG, stated, "Overall prices continue to accumulate, even though some supermarkets are trying to attract consumers back by reducing prices, the help to overall household spending will not be significant because there are other factors pushing up costs."
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Today, IDC released the preliminary data of the "Global Quarterly Mobile Phone Tracking Report", showing that the global smartphone shipment volume in the second quarter of 2026 was 277.5 million, a year-on-year decrease of 6.7%. This is the second consecutive quarter of year-on-year decline. IDC pointed out that the memory crisis continues to impact the market, not only significantly increasing costs but also causing supply shortages. In the second quarter of 2026, the differentiation between the high-end market and the low-end market further intensified, with both Samsung and Apple achieving year-on-year growth in shipments and expanding their market shares by 3.2 and 3.8 percentage points respectively. Memory costs have increased by nearly 300% compared to the same period last year, accounting for more than 65% of the total cost of materials in low-end models. This makes it increasingly difficult for manufacturers that rely on low-end products to survive.
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