AI Chip Concept Stocks Watch丨HUA HONG GRACE (01347.HK) Fluctuates Down Over 5%, AMD and Anthropic Sign Multi‑Billion‑Dollar AI Server Procurement Agreement

NewTimeSpace (newtimespace.com) reported that on July 23, 2026, the chip theme retreated during trading, with HUA HONG GRACE (01347.HK) fluctuating lower. As of 13:30, the stock was quoted at HKD 152.200, down 5.76%.

On the news front, Advanced Micro Devices (AMD) signed a multi‑billion‑dollar AI server procurement agreement with Anthropic. Under the agreement, starting from the first half of 2027, Anthropic will procure up to 2 gigawatts of AI servers equipped with AMD's latest‑generation Instinct MI450 chips, with the first 1 gigawatt to be deployed in the first half of 2027.

Guolian Minsheng Securities noted that global AI semiconductor demand is expected to grow 60%‑100% year‑on‑year in 2027, with nearly zero supply, and the supply‑demand gap in the memory industry could further widen. The pricing logic in capital markets for memory manufacturers may gradually shift from "peak profit" to "earnings duration."

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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