Hua Hong Semiconductor Set to Ride on AI-Led Growth Trajectory in 2026 -- Market Talk

Dow Jones

Nov 10

0240 GMT - Hua Hong Semiconductor is poised to ride on an artificial-intelligence-led growth trajectory in 2026, Daiwa Capital Markets analysts say in a research report. The semiconductor foundry will likely benefit from strong AI momentum by supplying margin-accretive AI companion chips, such as power-management chips and microcontroller units, the analysts say. Drivers including persistent demand ramp-up spurred by AI and continued technology evolution will probably further enhance the company's bargaining power and flexibility to optimize its product mix. The brokerage upgrades the stock's rating to buy from hold and raises the stock's target price to HK$110.00 from HK$42.00. Shares are 2.5% lower at HK$77.45. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

November 09, 2025 21:40 ET (02:40 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2582184835"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2582184835\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2582184835?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-10 10:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2582184835","market":"nz","top_or_hot":-1,"title":"Hua Hong Semiconductor Set to Ride on AI-Led Growth Trajectory in 2026 -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0240 GMT - <a href=\"https://laohu8.com/S/HHUSF\">Hua Hong Semiconductor</a> is poised to ride on an artificial-intelligence-led growth trajectory in 2026, Daiwa Capital Markets analysts say in a research report. The semiconductor foundry will likely benefit from strong AI momentum by supplying margin-accretive AI companion chips, such as power-management chips and microcontroller units, the analysts say. Drivers including persistent demand ramp-up spurred by AI and continued technology evolution will probably further enhance the company's bargaining power and flexibility to optimize its product mix. The brokerage upgrades the stock's rating to buy from hold and raises the stock's target price to HK$110.00 from HK$42.00. Shares are 2.5% lower at HK$77.45. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 09, 2025 21:40 ET (02:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hua Hong Semiconductor Set to Ride on AI-Led Growth Trajectory in 2026 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHua Hong Semiconductor Set to Ride on AI-Led Growth Trajectory in 2026 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-10 10:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0240 GMT - <a href=\"https://laohu8.com/S/HHUSF\">Hua Hong Semiconductor</a> is poised to ride on an artificial-intelligence-led growth trajectory in 2026, Daiwa Capital Markets analysts say in a research report. The semiconductor foundry will likely benefit from strong AI momentum by supplying margin-accretive AI companion chips, such as power-management chips and microcontroller units, the analysts say. Drivers including persistent demand ramp-up spurred by AI and continued technology evolution will probably further enhance the company's bargaining power and flexibility to optimize its product mix. The brokerage upgrades the stock's rating to buy from hold and raises the stock's target price to HK$110.00 from HK$42.00. Shares are 2.5% lower at HK$77.45. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 09, 2025 21:40 ET (02:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2582184835","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582184835","pubTimestamp":1762742400,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0240 GMT - Hua Hong Semiconductor is poised to ride on an artificial-intelligence-led growth trajectory in 2026, Daiwa Capital Markets analysts say in a research report. The semiconductor foundry will likely benefit from strong AI momentum by supplying margin-accretive AI companion chips, such as power-management chips and microcontroller units, the analysts say. Drivers including persistent demand ramp-up spurred by AI and continued technology evolution will probably further enhance the company's bargaining power and flexibility to optimize its product mix. The brokerage upgrades the stock's rating to buy from hold and raises the stock's target price to HK$110.00 from HK$42.00. Shares are 2.5% lower at HK$77.45. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1163":"半导体产品","SOXX":"iShares费城交易所半导体ETF","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","SMH":"半导体指数ETF-HOLDRs","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK4588":"碎股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1614":"港股-半导体","BK1589":"北水核心资产","BK1607":"新IT概念","01347":"华虹半导体"},"translate_title":"华虹半导体将在2026年走上人工智能主导的增长轨迹——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01347":0.9,"SMH":0.6,"SOXX":0.6},"content_text":"0240 GMT - Hua Hong Semiconductor is poised to ride on an artificial-intelligence-led growth trajectory in 2026, Daiwa Capital Markets analysts say in a research report. The semiconductor foundry will likely benefit from strong AI momentum by supplying margin-accretive AI companion chips, such as power-management chips and microcontroller units, the analysts say. Drivers including persistent demand ramp-up spurred by AI and continued technology evolution will probably further enhance the company's bargaining power and flexibility to optimize its product mix. The brokerage upgrades the stock's rating to buy from hold and raises the stock's target price to HK$110.00 from HK$42.00. Shares are 2.5% lower at HK$77.45. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 09, 2025 21:40 ET (02:40 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}