Core Viewpoint - Hua Hong Semiconductor (01347) shows strong revenue growth and positive outlook for future performance, driven by recovery in semiconductor demand and stable capacity release from its second 12-inch production line [1] Group 1: Financial Performance - Hua Hong Semiconductor reported Q2 revenue of $566 million, representing an 18% year-over-year increase and a 5% quarter-over-quarter increase, aligning with market expectations [1] - The company has maintained approximately 18% year-over-year revenue growth over the past three quarters, with expectations for gross margin improvement in Q1, Q2, and Q3 of this year [1] Group 2: Future Guidance - Goldman Sachs projects a 10% to 13% quarter-over-quarter revenue growth for Q3, with expected gross margins between 10% and 12%, which is higher than previous quarter's gross margin of 10.9% [1] - The guidance reflects the company's optimistic outlook on continued recovery in demand and the positive impact of its 12-inch capacity expansion on long-term growth [1]
华虹半导体午前涨超3% 公司毛利率稳步改善 高盛对12英寸产能扩张持正面看法