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16.02.26 - 05:15
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Research: UBS Elevates HUA HONG SEMI TP to $104, Raises EPS Forecast (AAStocks)
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HUA HONG SEMI (01347.HK)'s 4Q25 sales increased by 4% QoQ to approx. US$660 million, reaching the high end of the Company's guidance of US$650-660 million, according to UBS' research report. This growth was driven by increased wafer shipments and higher average selling prices. During the period, its gross margin fell......
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13.02.26 - 06:36
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Hua Hong says memory shortage ′positive′ for pricing as it reports record quarterly sales (SCMP)
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Chinese foundry Hua Hong Semiconductor said the global memory shortage was an opportunity to raise prices on its logic chips, as it reported record revenue for the fourth quarter of 2025.
On its earnings call on Thursday, Hua Hong chairman and president Bai Peng said the memory supercycle was “a positive thing” as it gave the company room to raise prices on logic chips.
“Memory certainly is in high demand nowadays, and that will reduce the supply on the logic side,” Bai said, adding that “if the......
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13.02.26 - 05:00
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Research: G Sachs Keeps Buy on HUA HONG SEMI; 4Q Rev. & GPM in Line (AAStocks)
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HUA HONG SEMI (01347.HK) guided for a 1% QoQ decline or flat revenue for 1Q26, with a GPM standing at 13-15%, compared to 13% in 4Q25, reflecting continuous improvement as driven by strong capacity utilization, rising average selling prices, and cost control, according to a report released by Goldman Sachs.The midpoint of HUA HO......
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28.01.26 - 14:51
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Hua Hong: 60% in 4 Wochen – China im KI- und Chip-Rausch (Der Aktionaer)
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Alibaba, Bytedance und Tencent dürfen H200-Chips von Nvidia kaufen. Diese News haben am Mittwoch eingeschlagen wie eine Bombe – im positiven Sinn. Der Hang Seng sprang um knapp drei, die laufende AKTIONÄR-Empfehlung Hua Hong sogar um mehr als sieben Prozent nach oben....
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22.01.26 - 08:45
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Research: G Sachs Lifts HUA HONG SEMI's TP to HKD134 w/ Rating Reiterated Buy (AAStocks)
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Goldman Sachs has published a research report estimating that HUA HONG SEMI (01347.HK) will continue to trend upward.The broker based its estimate on tailwinds including customer preference for local foundries, structural growth opportunities driven by the increase in market share of Chinese fabless companies in the global suppl......
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