智通财经APP获悉，大和发布研报称，华力微电子(HLMC)资产注入华虹半导体(01347)代表了未来的发展趋势，将华虹目标价从110港元上调至116港元，并重申“买入”评级。该行又相信，在未来3至4年内，华力资产注入上市公司很可能成为一种趋势。
大和看好华虹半导体在今年迎来平均售价(ASP)上升周期，主要受惠于人工智能带动的成熟制程需求及整体半导体产业复苏。该行指出，公司芯片制造活动强劲，首季产能利用率已接近满荷，预期2026年仍有上调空间。大和对华虹今明两年每股盈测上调30%至32%。
智通财经APP获悉，大和发布研报称，华力微电子(HLMC)资产注入华虹半导体(01347)代表了未来的发展趋势，将华虹目标价从110港元上调至116港元，并重申“买入”评级。该行又相信，在未来3至4年内，华力资产注入上市公司很可能成为一种趋势。
大和看好华虹半导体在今年迎来平均售价(ASP)上升周期，主要受惠于人工智能带动的成熟制程需求及整体半导体产业复苏。该行指出，公司芯片制造活动强劲，首季产能利用率已接近满荷，预期2026年仍有上调空间。大和对华虹今明两年每股盈测上调30%至32%。
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