AI Chip Concept Stocks Watch | HUA HONG GRACE (01347.HK) Falls Nearly 2%; CXMT Begins Small-Batch Production of HBM3E

NewTimeSpace (newtimespace.com) News, on September 1, 2026, the chip theme weakened, and HUA HONG GRACE (01347.HK) fluctuated lower. As of 13:35, the stock was quoted at HKD 120.600, down 1.95%.

On the news front, CXMT has begun small-batch production of HBM3E and plans to expand capacity in 2027, with domestic chip design teams such as CAMBRICON and Alibaba T-Head testing its compatibility with their self-developed processors.

SCS noted that DeepSeek-V4 has achieved Day-0 adaptation across nine types of domestic chips, Huawei's CANN has been fully open-sourced, and Z.AI's GLM-5.3-Flash is the first to provide external services relying on domestic chip clusters in large-scale traffic scenarios, with its per-token cost already comparable to that of mainstream NVIDIA GPUs. Domestic chips are moving from "usable" to "easy to use," with increasingly high cost-effectiveness; as computing-power demand and policy reinforce each other, the localization process has entered a phase of volume delivery.

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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