$HUA HONG SEMI(01347)$ surged over 22% today, and this rally is really exciting!
The key drivers behind this stock price movement are their solid performance and the high expectations surrounding the semiconductor industry consolidation. By 2025, China’s semiconductor foundry industry is expected to enter a new phase, with revenue growth outpacing equipment depreciation, which will drive profit growth in the foundry sector and usher in a golden period of profit recovery.
Additionally, with around 140,000 12-inch wafers of capacity not yet included in the company’s system, there are plenty of integration opportunities on the horizon.
I’m optimistic about Hua Hong’s future—holding on and waiting for the profits to roll in!
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