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<Research>CLSA Reiterates Outperform on HUA HONG SEMI , Expects AI-Related Biz to Sustain Rapid Growth
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CLSA published a research report on HUA HONG SEMI (01347.HK), of which 4Q25 results and 1Q26 guidance were broadly in line. It anticipated that AI application-related products, including PMIC and MCU, will continue to experience brisk growth, offsetting the sluggishness in the consumer electronics affected by memory shortages. The company's Fab9A will reach peak capacity throughout 2026 and Fab9B capacity ramp-up will accelerate. Capex for 2026 was forecasted to edge down YoY, with an upsurge in 2027. Correspondingly, CLSA raised its target price to HKD129.5 on HUA HONG SEMI and reiterated its Outperform rating. AASTOCKS Financial News Website: www.aastocks.com |
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