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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Why Is Vanguard Semi Becoming to a Bad Student, Cyclical or Structural?
Why Is Vanguard Semi Becoming to a Bad Student? Some Cyclical or some Structural reasons for the weaknesses coupled with three reasons suggested...
776 Views
Quiddity Leaderboard HSCEI Sep26: Final Ranks; One Change Expected
The highest-ranked potential ADD Hua Hong Semiconductor (1347 HK) is ranked 38th and we see this as an ADD. The stock is up 520% over the past year...
175 Views
Hua Hong Grace Semiconductor (1347 HK) - Initiate with a SELL
China's national semiconductor champion faces challenges with stretched valuation and weak financials, prompting a SELL rating with a target price...
142 Views
Primer: Hua Hong Semiconductor (1347 HK) - Jun 2026
Hua Hong Semiconductor is strategically positioned as a pure-play foundry focused on high-demand specialty process technologies, such as eNVM...
128 Views