星展集团研究部发表研报指，华虹半导体(01347.HK) 去年第四季收入创新高，按年增长22.4%至6.6亿美元，主要受惠于国内需求复苏及AI相关应用需求提升。该行预期，更严格的美国出口管制正在加速成熟节点本地化发展进程，预期中国集成电路自给自足比率可从2022年的18.3%上升至2027年的约26.6%，而华虹将能够捕捉更多28纳米及以上增量需求。星展维持华虹的“持有”评级，目标价由75元上调至...
Source Link星展集团研究部发表研报指，华虹半导体(01347.HK) 去年第四季收入创新高，按年增长22.4%至6.6亿美元，主要受惠于国内需求复苏及AI相关应用需求提升。该行预期，更严格的美国出口管制正在加速成熟节点本地化发展进程，预期中国集成电路自给自足比率可从2022年的18.3%上升至2027年的约26.6%，而华虹将能够捕捉更多28纳米及以上增量需求。星展维持华虹的“持有”评级，目标价由75元上调至...
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