Capacity ExpansionRobust capacity expansion, such as the addition of a new 12-inch plant, is expected to double the company’s 12-inch capacity in 2025, driving future growth.
Domestic DemandHua Hong is anticipated to be a key beneficiary of increased domestic demand for chip fabrication, driven by ongoing geopolitical risks and policy uncertainties.
Geopolitical ImpactHua Hong is expected to benefit from accelerated semiconductor localization amid rising geopolitical uncertainties, which could drive sector revaluation.