Core Viewpoint - Huahong Semiconductor (01347) has seen a stock price increase of 4.67%, reaching HKD 105.30, with a trading volume of HKD 1.681 billion, amid a report indicating a reduction in global 8-inch wafer foundry capacity due to TSMC and Samsung's cutbacks [1][4]. Industry Summary - TrendForce's latest report indicates that the global 8-inch wafer foundry capacity is expected to decrease by 2.4% by 2026 due to TSMC and Samsung's reduced production [1][4]. - Despite the reduction in capacity, the demand for AI-driven power management chips remains strong, leading to an anticipated increase in 8-inch wafer foundry utilization rates to 90% this year [1][4]. - As a result of these dynamics, 8-inch wafer foundries may raise their prices by 5% to 20% this year [1][4]. Company Summary - Huahong Semiconductor's three 8-inch wafer fabs are maintaining high utilization rates, while the first 12-inch fab has exceeded its design capacity of 100,000 wafers per month [1][4]. - To accommodate the influx of orders, Huahong is actively expanding its capacity, with another 12-inch fab expected to complete its capacity configuration by Q3 2026 [1][4]. - Currently, Huahong's 8-inch wafer foundry capacity is approximately 190,000 wafers, with utilization rates exceeding 100% [1][4].
华虹半导体午前涨逾5% 集团的8英寸晶圆代工产能利用率已超100%