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Hua Hong Semiconductor (1347 HK)
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99
Analysis
Information Technology
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China
Hua Hong Semiconductor Limited manufactures semiconductors on 200mm wafers for specialty applications. The Company's products are used in the consumer electronic, communication, computing and industrial, and automotive industries.
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bullish
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Thematic (Sector/Industry)
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19 Oct 2023 09:15
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Broker
Implications of the US’s Updated Chip Restrictions to Global/Domestic SPE and GPU Companies
The US Department of Commerce announced a new set of restrictions on 17 Oct that strengthens 1) export controls on advanced chips with new...
CMB International
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286 Views
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bearish
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Quantitative Analysis
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08 Oct 2023 10:15
A-H Premium Weekly (Oct 6th): CMB, Postal Savings, Conch Cement, Beigene, Sinopec
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Cm Bank, Postal Savings, Conch Cement, Beigene, Sinopec Corp.
Ke Yan, CFA, FRM
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419 Views
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bearish
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Quantitative Analysis
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01 Oct 2023 10:10
A-H Premium Weekly (Sep 29th): Beigene, China Vanke, Guangzhou Automobile, Wuapptec, Byd
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Beigene, China Vanke, Guangzhou Automobile, Wuapptec, Byd.
Ke Yan, CFA, FRM
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494 Views
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bullish
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Semiconductor Manufacturing International Corp (SMIC)
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29 Sep 2023 17:51
SMIC's Semi Shocker
SMIC will likely continue to refine their N+2 node and develop a 5nm-like process within 2-3 years, even without the use of EUV. The implications...
William Keating
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627 Views
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bullish
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Thematic (Sector/Industry)
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22 Sep 2023 08:05
[Blue Lotus Hardware Sector Update]: SMIC 7nm and 5nm Sufficient for Huawei Rejuvenation
We expect Huawei’s wafer demand to reach 18k~ 7nm per month, which would have revenue gain of US$ 550mn~ per quarter to SMIC. We raise SMIC TP to...
Blue Lotus Research Institute
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989 Views
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