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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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Bilibili
•
20 Nov 2022 18:57
Hang Seng Tech Rebalance Dec 2022 - No Name Changes, Decent Flow
The HS Tech Index sees no name changes for the second quarter in a row, but there are lots of capping flows to reduce and raise weights. For that,...
Travis Lundy
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348 Views
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bullish
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Cross Asset Strategy
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08 Nov 2022 09:45
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Syndicated
CX Daily: The Dilemma of China’s Power Market Restructuring
Cover Story: The dilemma of China’s power market restructuring. Xi Jinping repeats China’s commitment to opening-up policy
Caixin Global
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132 Views
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bullish
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Thematic (Sector/Industry)
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26 Oct 2022 10:58
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Broker
China Technology - Implications of global SPE leaders 3Q22 results on semi industry outlook
ASML and LAM announced solid 3Q22 revenue/earnings (+6%/21% QoQ, +10%/16% QoQ) last week, and guided conservative 2023 outlook due to US’s new semi...
CMB International
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126 Views
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bullish
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Thematic (Sector/Industry)
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11 Oct 2022 00:54
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Broker
China Technology - Implications of US’s new chip export restrictions to China
Since SMIC was included on Entity List in 2020, we believe most Chinese foundries focus on expansion on 28nm and above processes.
CMB International
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126 Views
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bullish
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Taiwan Semiconductor (TSMC)
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19 Sep 2022 18:12
Taiwan Tech Weekly: Biden Says US Will Defend Taiwan, Texas Instruments Gives Hope
Also: Intel vs. TSMC/UMC Trade Monitor: We look at performance streaks for the pairs. Intel outperforming over the last trading sessions.
Vincent Fernando, CFA
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292 Views
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