AI Chip Concept Stocks Watch丨HUA HONG GRACE (01347.HK) Fluctuates Down Nearly 3%, Microsoft Plans to Launch Next‑Gen Self‑Developed AI Chip Maia 300 in Autumn

NewTimeSpace (newtimespace.com) reported that on August 11, 2026, the chip theme continued to face pressure, with HUA HONG GRACE (01347.HK) fluctuating lower. As of 13:32, the stock was quoted at HKD 133.400, down 2.98%.

On the news front, Microsoft (MSFT.US) plans to release its next‑generation self‑developed AI chip, Maia 300, this autumn, with the earliest possible public debut as soon as next month. The company is in talks with TSMC (TSM.US) for a capacity contract to deliver more than 300,000 chips in 2027. Compared with the current generation Maia 200, which had production volumes of only tens of thousands of units, this represents an order‑of‑magnitude leap.

A JPMorgan research report pointed out that the global memory chip shortage may persist until 2028. AI demand is driving both prices and shipments of memory chips higher, and the bank has accordingly raised its global memory market size forecasts by 4% to 8% for the period 2026 to 2028.

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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