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Hua Hong Semiconductor

Hua Hong Semiconductor (1347 HK)

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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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06 Mar 2024 16:23

Smartkarma Webinar | Hua Hong: AI, EV and New Energy Opportunities at a Leading Chinese Foundry

For our next Corporate Webinar, we are glad to welcome Hua Hong Seminconductor’s Chief Financial Officer, Daniel Yu-Cheng Wang.

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18 Apr 2024 17:28

What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?

What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...

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Andrew Lu
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10 Nov 2023 16:35

HHGrace. Yikes! Things Just Got Really Ugly

A surprise loss-making Q323, ASPs down ~16% YTD and set to decline further, inventory write-downs and gross margin collapsing to the 2-5% range....

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02 Aug 2023 20:08

[Hua Hong (1347 HK, BUY, TP HK$34) TP Change]: Valuation Is Attractive Post-Shanghai Listing

We maintain BUY but cut Hua Hong’s TP to HK$ 34 reflecting lowered wafer shipments estimates for FY24/25. Our TP implies 15x FY24 PE.

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16 May 2023 16:15

[Hua Hong (1347 HK) Earnings Review]: Capacity Ramp and High LIBOR Impact Profitability

Despite near-term margin deterioration, we maintain Hua Hong’s BUY and HK$ 35 TP due to auto IC exposure and localization, implying 11x FY24 PE.

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