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<Research>CLSA Still Favoring SMIC, HUA HONG SEMI; DeepSeek Model Highlights Smooth Expansion of CN Advanced Process Capacity
Recommend 12 Positive 17 Negative 7 |
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DeepSeek officially released preview versions of its V4-Pro and V4-flash models last Friday (24th), CLSA's report said. Meanwhile, Texas Instruments (TXN.US) and Intel (INTC.US) released forecast-beating 1Q26 results and guidance for 2Q26. Believing that the expansion of China's advanced process capacity is progressing smoothly, CLSA expects domestic foundries to be the primary beneficiaries. It has reiterated an Outperform rating on SMIC (00981.HK) and HUA HONG SEMI (01347.HK), with target prices set at HKD93.3 and HKD129.5, respectively. Auto-translated by AI AASTOCKS Financial News |
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