Hua Hong Semiconductor Set to Ride on AI-Led Growth Trajectory in 2026 -- Market Talk

Dow Jones

2025/11/10

0240 GMT - Hua Hong Semiconductor is poised to ride on an artificial-intelligence-led growth trajectory in 2026, Daiwa Capital Markets analysts say in a research report. The semiconductor foundry will likely benefit from strong AI momentum by supplying margin-accretive AI companion chips, such as power-management chips and microcontroller units, the analysts say. Drivers including persistent demand ramp-up spurred by AI and continued technology evolution will probably further enhance the company's bargaining power and flexibility to optimize its product mix. The brokerage upgrades the stock's rating to buy from hold and raises the stock's target price to HK$110.00 from HK$42.00. Shares are 2.5% lower at HK$77.45. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

November 09, 2025 21:40 ET (02:40 GMT)

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The semiconductor foundry will likely benefit from strong AI momentum by supplying margin-accretive AI companion chips, such as power-management chips and microcontroller units, the analysts say. Drivers including persistent demand ramp-up spurred by AI and continued technology evolution will probably further enhance the company's bargaining power and flexibility to optimize its product mix. The brokerage upgrades the stock's rating to buy from hold and raises the stock's target price to HK$110.00 from HK$42.00. Shares are 2.5% lower at HK$77.45. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 09, 2025 21:40 ET (02:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1614","symbol_name":"港股-半導體","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2582184835","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582184835","pubTimestamp":1762742400,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0240 GMT - Hua Hong Semiconductor is poised to ride on an artificial-intelligence-led growth trajectory in 2026, Daiwa Capital Markets analysts say in a research report. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1614":"港股-半导体","BK1589":"北水核心资产","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","01347":"华虹半导体","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4585":"ETF&股票定投概念","SMH":"半导体指数ETF-HOLDRs","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1163":"半导体产品","SOXX":"iShares费城交易所半导体ETF","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1607":"新IT概念"},"translate_title":"华虹半导体将在2026年走上人工智能主导的增长轨迹——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOXX":0.6,"01347":0.9,"SMH":0.6},"content_text":"0240 GMT - Hua Hong Semiconductor is poised to ride on an artificial-intelligence-led growth trajectory in 2026, Daiwa Capital Markets analysts say in a research report. 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