AI Chip Concept Stocks Watch丨HUA HONG GRACE (01347.HK) Fluctuates Lower, Huawei Ascend 950 Superserver Node to Make Public Debut in Physical Form

NewTimeSpace (newtimespace.com) reported that Hong Kong semiconductor‑related themes experienced a volatile pullback, with HUA HONG GRACE (01347.HK) weakening. As of 13:27, the stock was quoted at HKD 168.100, down 1.98%.

On the news front, the 2026 World Artificial Intelligence Conference (WAIC) is set to open soon, and Huawei's Ascend 950 superserver node will make its first public appearance in physical form as the industry's largest‑scale superserver node. In addition, the conference has for the first time designated intelligent computing and embodied intelligence as independent core exhibition zones, marking a shift for the entire AI industry chain from mere "technology showcasing" to the "deployment and application" stage.

CITIC Securities stated in a research report that it continues to be broadly optimistic about the domestic computing power industry chain—from scarce advanced process manufacturing capabilities to a wide array of design firms, and to superserver nodes—all expected to see volume growth opportunities. At the same time, advanced processes, advanced packaging, advanced memory, and the supporting industrial chain are likely to gain strong growth momentum.

HUA HONG GRACE (01347.HK)Specializes in specialty process wafer foundry, offering customized manufacturing of power discretes, embedded non-volatile memory, analog and power management ICs. Its 8-inch and 12-inch production lines serve automotive, industrial control and data center power management applications. The company holds multiple automotive-grade quality certifications and provides mass production foundry services to various domestic and international automotive clients. Its overall capacity utilization has remained high over an extended period.

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