Joulwatt Technology Co. Ltd. A

The semiconductor supply chain rallied strongly, with the Penghua STAR 100 ETF rising 2.55%. In news, the official version of the DeepSeek-V4-Flash API entered public beta, with benchmark scores surpassing the previous flagship preview version, igniting the AI narrative. TSMC's target of producing 180,000 wafers per month on its 3-nanometer process is expected to be reached ahead of schedule by early fourth quarter, while monthly shipments of its 2-nanometer process are on track to approach 100,000 wafers as planned. Soochow Securities noted that global monthly demand for HBM wafers will surge from 29,000 in 2024 to 442,000 in 2028, a compound annual growth rate exceeding 90%, as memory process upgrades drive higher investment shares for etching, thin-film deposition, and metrology inspection equipment. As of 10:27 on August 4, 2026, the SSE STAR 100 Index was up strongly by 2.75%, with constituent Shijia Photonics rising 11.79%, Chipmore Technology up 7.81%, and JoulWatt up 7.17%. The Penghua STAR 100 ETF closely tracks the SSE STAR 100 Index, which selects 100 securities from the STAR Market with medium market capitalization and good liquidity as samples, with the top ten weighted stocks accounting for 27.56% of the total.

Chipsea Technologies participated in the project "Key Technologies and Applications of High-Precision Low-Power Analog Front-End Integrated Circuits," which won the second prize at the National Science and Technology Progress Award. The project was jointly completed by Xidian University, Hangzhou Silan Microelectronics, JoulWatt, Chipsea Technologies, and Guangdong Cellwise Microelectronics, overcoming key technical challenges in the coordinated measurement of high precision and low power consumption for analog front-end signals. A total of 149 projects were selected for this year's National Science and Technology Progress Award, including 133 second-prize winners. Shenzhen had 24 general projects that were led or co-completed winning awards, setting a new record. Chipsea Technologies has won the "China Chip" award from the Ministry of Industry and Information Technology ten times in total. It is a national high-tech enterprise and a national-level specialized and sophisticated "little giant" enterprise.