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Is Now An Opportune Moment To Examine Hua Hong Semiconductor Limited (HKG:1347)?
Guosen: In July, global semiconductor sales increased by 18.7% year-on-year, reaching a historical second high.
Guosen Securities released research reports stating that according to SIA's data, global and china semiconductor sales have achieved year-on-year positive growth for 9 consecutive months.
Huafu Securities: The global semiconductor market saw a significant increase in July. Overseas control of semiconductor equipment continues to tighten.
The USA announced on September 5th that it will implement stricter export controls on key technologies such as quantum computing and semiconductor manufacturing products, aiming to restrict the access of competitors such as China.
HUA HONG SEMI: Interim Report 2024
European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.
①The members of the European semiconductor industry association include asml holding, Infineon, and other well-known European industry manufacturers; ②The European Union once launched the first chip law in April 2023, but many first batch subsidy projects are already delayed or in doubt; ③The European industry association has called for the urgent introduction of a "Chip Law 2.0" support policy.
Jibang Consulting: The global top ten wafer foundry output value in the second quarter reached US$32 billion, an increase of 9.6% compared to the previous quarter.
According to a report by the Institute of Information, the demand for AI servers remains strong, driving the quarter-on-quarter growth of the global top ten wafer foundry output to 32 billion US dollars, an increase of 9.6%.
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