[Blue Lotus Hardware Sector Update]: SMIC 7nm and 5nm Sufficient for Huawei Rejuvenation

887 Views22 Sep 2023 08:05
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 HK$ 27.
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Top Quartile
Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)