Abstract: CSI announced four ADDs and four DELETEs for the STAR50 Jun 2026 review, effective 15 Jun 2026. Our forecast hit one ADD and three DELETEs. We reviewed our HITs and MISSes. The ADD miss came from one near-zone name and two fast-entry AI-chip names; stock-level positioning now drives whether to chase or fade.
RAYTRON TECHNOLOGY, DOSILICON, MGI TECH, SHENGYI ELECTRONICS, SICC, XIAMEN AMOYTOP BIOTECH, HUA HONG SEMICONDUCTOR, SANY RENEWABLE ENERGY, YUANJIE SEMI, MOORE THREADS TECHNOLOGY, METAX INTEGRATED CIRCUITS, SICC IT
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