SEHK:1347Semiconductor
Hua Hong Semiconductor (SEHK:1347): Rethinking Valuation After US Approval of Nvidia’s H200 Exports to China
The latest U.S. move to let Nvidia ship H200 AI chips into China has put Hua Hong Semiconductor (SEHK:1347) under pressure, as investors reassess domestic chipmakers in a suddenly more competitive landscape.
See our latest analysis for Hua Hong Semiconductor.
That backdrop helps explain why the stock wobbled on the Nvidia headlines, even though Hua Hong’s 90 day share price return of 51.49 percent and 1 year total shareholder return of 266.51 percent still signal powerful, but increasingly...