Hua Hong Semiconductor Hits Record Q4 Revenue and Accelerates Capacity Expansion

An announcement from Hua Hong Semiconductor Ltd. ( (HK:1347) ) is now available.

Hua Hong Semiconductor reported record fourth-quarter 2025 revenue of US$659.9 million, up 22.4% year-on-year, with gross margin at 13.0% and net profit of US$17.5 million, marking a return to profitability versus a loss a year earlier. For full-year 2025, revenue reached US$2.40 billion with an 11.8% gross margin, supported by robust AI-related and domestic consumer demand and an industry-leading average capacity utilization rate of 106.1%.

Management attributed the performance to an optimized product mix, cost reductions and operational efficiency gains across its specialty technology platforms, particularly in standalone NVM and power management. The company also advanced major capacity expansion projects, including faster-than-expected progress on its second 12-inch fab in Wuxi (FAB9) and the planned acquisition of a 12-inch manufacturing base in Shanghai (FAB5), while guiding first-quarter 2026 revenue to remain around US$650–660 million with gross margin between 13% and 15%.

The most recent analyst rating on (HK:1347) stock is a Hold with a HK$111.00 price target. To see the full list of analyst forecasts on Hua Hong Semiconductor Ltd. stock, see the HK:1347 Stock Forecast page.

More about Hua Hong Semiconductor Ltd.

Hua Hong Semiconductor Limited is a global pure-play foundry specializing in specialty semiconductor manufacturing. The company focuses on platforms such as standalone non-volatile memory and power management, serving both domestic Chinese and international customers in markets increasingly driven by AI and recovering consumer demand.

Average Trading Volume: 29,430,009

Technical Sentiment Signal: Buy

Current Market Cap: HK$198.8B

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