April 24, 2026 – The semiconductor sector has seen a strong rebound, with Huahong Semiconductor (01347.HK) standing out. As of 15:05, the company's stock price had risen by 15.50%, outperforming the overall market, reflecting investor recognition of its key role in the domestic substitution process.

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Domestic Demand Drives Performance Growth

Huahong Semiconductor has benefitted from a surge in demand for domestic chips, particularly driven by the AI and 5G technologies. The company’s technical capabilities and market share have steadily increased. According to the latest financial report, Huahong Semiconductor's revenue in the first quarter of 2026 grew by 20% year-on-year, with net profit rising significantly. The company stated that with the improvement in the domestic chip substitution rate, its competitiveness in the domestic market will continue to strengthen, and it expects to maintain its growth momentum in the coming months.

Supply Chain Challenges: Disruption in Photoresist Raw Materials Supply

Recently, Samsung and SK Hynix received notifications from their Japanese suppliers regarding a disruption in the supply of photoresist raw materials PGME and PGMEA. This news has sparked market concerns, as it may affect the global semiconductor production schedule, particularly for manufacturers relying on imports. For Huahong Semiconductor, although most of its raw materials are sourced domestically, fluctuations in the global supply chain will still indirectly impact its production pace. Industry analysts note that this supply disruption may prompt domestic manufacturers to increase investments in independent production and R&D, enhancing their resilience against external risks.

Global Expansion and Accelerated Technological Collaboration

In addition to steady growth in the domestic market, Huahong Semiconductor is actively expanding international collaborations. The company has established partnerships with several leading global AI chip manufacturers and is increasing its investments in advanced packaging technologies to boost capacity and product competitiveness. By the end of 2026, Huahong is expected to complete several high-end packaging projects, further enhancing its market share and production capacity.

Strengthened Market Confidence, Stock Price Continues to Rise

Huahong Semiconductor’s strong performance in the capital markets continues. As of April 23, its stock price had risen by approximately 12.94%. This performance reflects investor confidence in the company's technological innovation and market prospects. Analysts generally remain optimistic about Huahong Semiconductor's positioning in the high-end chip sector, expecting the company to continue benefiting from strong demand for high-performance chips in both domestic and international markets in the coming years.

Future Outlook: Opportunities in the Domestic Chip Market

As domestic chips continue to gain prominence in the global semiconductor industry, Huahong Semiconductor, with its technological advantages and strong market growth, has a promising future. Despite uncertainties in the global supply chain, the increase in domestic substitution rates and ongoing technological innovation will provide Huahong Semiconductor with more opportunities. The company is expected to continue expanding its market share in the global semiconductor industry and solidify its leadership in AI, 5G, and other technological fields.

How to Buy Huahong Semiconductor on uSMART

After logging into the uSMART HK app, click the “Search” button in the top-right corner of the page, enter the ticker code (01347.HK), and navigate to the details page to view transaction details and historical trends. Click the “Trade” button in the bottom-right corner, select the trade type, and submit your order after filling in the transaction conditions.

(Image Source: uSMART HK app)