[Market Movement Analysis] ASR Microelectronics surges on September 18: ASIC customization + humanoid robots + H-share listing

1. The US Federal Reserve raised interest rates as expected, international oil prices retreated from their highs, long-term US Treasury yields declined, technology stocks rebounded, and the Philadelphia Semiconductor Index rose 3.14% overnight.
2. On Thursday local time, NVIDIA CEO Jensen Huang stated that the company expects its chip sales in 2027 to be about twice that of 2026, boosting market confidence.


1. According to Interaction Easy on September 16, 2026, the company stated that there has been significant growth in customized demand in the embodied intelligence and humanoid robot sectors. ASIC orders in hand cover customization projects in multiple fields, mainly for domestic clients.
2. According to the announcement on September 12, 2026, the company has submitted an application for H-share issuance and listing to the Hong Kong Stock Exchange and has published its application materials.
3. According to the semi-annual report on August 29, 2026, the company achieved revenue of 2.451 billion yuan in the first half of the year, a year-on-year increase of 29.15%. The net profit attributable to shareholders was 84.24 million yuan, turning from loss to profit compared to last year.

(Disclaimer: This content is summarized and generated from publicly available information using AI technology and is for reference only. It does not constitute investment advice. Please refer to official company announcements.)