1347 Share Price Performance
HK$0
-52.10 (-100.00%)
Price HK$0
Fair ValueHK$133.15
Share Pricen/a
Narrative Update • Aug 26
Hua Hong Grace Semiconductor Limited Stock Price
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- 19 Fair Values set on narratives written by author
1347 Community Narratives
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Fair Value
·Fair Value HK$133.15 7.6% undervalued intrinsic discount
Analyst Commentary Highlights Upgraded Outlook and Valuation for Hua Hong Semiconductor Amid AI Growth
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Fair Value
·Fair Value HK$275.47 55.3% undervalued intrinsic discount
Digitalization And IoT Will Fuel Mature Semiconductor Demand
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Fair Value
·Fair Value HK$38.01 223.6% overvalued intrinsic discount
US-China Tensions And Aging Nodes Will Undercut Returns Despite Upgrades
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Digitalization And IoT Will Fuel Mature Semiconductor Demand
Hua Hong could be a quiet winner as everyday tech shifts toward electric cars, smarter devices, and connected machines that need the kind of chips it specializes in. The catch is that tougher local competition, a heavy focus on China, and the industry’s move toward newer chipmaking methods could squeeze profits if demand doesn’t ramp as expected.Read more
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HK$275.47
55.3% undervalued intrinsic discount
Fair Value
Revenue
28.63% p.a.
Profit Margin
9.96%
Future PE
153.52x
Price in 2029
HK$390.97
Analyst Commentary Highlights Upgraded Outlook and Valuation for Hua Hong Semiconductor Amid AI Growth
Hua Hong is betting big on new chip factories to ride demand from AI, electric vehicles, and industrial customers, but that rapid build-out could backfire if orders cool or policy support fades. With most sales tied to China and a focus on older chip-making methods, the story hinges on whether its specialty strengths and customer mix can keep growth steady while spending stays high.Read more
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HK$133.15
7.6% undervalued intrinsic discount
Fair Value
Revenue
19.51% p.a.
Profit Margin
9.37%
Future PE
105.39x
Price in 2029
HK$188.47
US-China Tensions And Aging Nodes Will Undercut Returns Despite Upgrades
Hua Hong Semiconductor keeps expanding its chip factories, but rising US–China tensions and a global push for self-reliance could make it harder to get key tools and keep overseas customers. At the same time, its focus on older chip technology may leave it stuck in price wars unless newer products and customer partnerships keep demand and profits from sliding.Read more
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HK$38.01
223.6% overvalued intrinsic discount
Fair Value
Revenue
16.17% p.a.
Profit Margin
5.02%
Future PE
61.01x
Price in 2029
HK$53.61
Trending Discussion
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Recently Updated Narratives
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1347: Earnings Guidance And Higher Fair Value Will Support Future Multiple Expansion
Fair Value: HK$275.47 55.3% undervalued intrinsic discount
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1347: Fair Value Outlook Will Hinge On Q2 Results And Elevated P/E
Fair Value: HK$133.15 7.6% undervalued intrinsic discount
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1347: High P/E Will Confront Fab 9 Expansion And Acquisition Execution Risks
Fair Value: HK$38.01 223.6% overvalued intrinsic discount
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Snowflake Analysis
Hua Hong Grace Semiconductor Limited Key Details
About 1347
- Founded
- 1997
- Employees
- 7700
- CEO
- WebsiteView website
Hua Hong Grace Semiconductor Limited, an investment holding company, engages in the manufacture and sale of semiconductor products in China, North America, Asia, and Europe. The company offers embedded non-volatile memory; standalone non-volatile memory, including NOR flash and EEPROM; power discrete devices; analog and power management platform; and specialty logic RF processes and image sensors. It also provides design services which covers design methodologies and design flow support, standard and customized internet protocol development, ASIC design, and one-stop services; multi-project wafer services; mask marking services; and backend, testing development, mass production, product engineering, and backside processing services. In addition, the company engages in real estate development; and trading activities. Its products are used in consumer electronics, industrial control, automotive electronics, Internet of Things, and communications and computers applications. Hua Hong Grace Semiconductor Limited was formerly known as Hua Hong Semiconductor Limited and changed its name to Hua Hong Grace Semiconductor Limited in May 2026. The company was founded in 1997 and is headquartered in Shanghai, the People's Republic of China.
