AI Chip Concept Stocks Watch | HUA HONG GRACE (01347.HK) Falls Over 5%; Nvidia's AI-Chip Servers to Rise Broadly Above 15%

NewTimeSpace (newtimespace.com) News, August 24, 2026—the chip theme pulled back sharply, and HUA HONG GRACE (01347.HK) weakened amid volatility. As of 13:23, the company's quote stood at HKD 108.500, down 5.49%.

On the news front, news on August 24 indicates that Nvidia has told some of its largest customers that prices of servers equipped with AI chips will broadly rise by more than 15%, mainly due to a sharp surge in memory chip costs.

EBSCN (Everbright Securities) pointed out that the memory upcycle continues to improve and profit elasticity is poised for release: currently, supply of some memory products remains relatively tight, and the price recovery is gradually eliminating the gap to the revenue and profit lines—while recovering downstream demand is driving order growth in supporting segments such as packaging and testing. The key is to watch the trajectory of memory prices, inventory changes, and the pace of end-demand recovery; if the supply-demand landscape continues to improve, the earnings elasticity of memory chips and related packaging-and-testing segments is expected to be further released.

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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