AI Chip Concept Stocks Insight | HUA HONG GRACE (01347.HK) down 0.20%, mature-node foundry prices to rise up to 8% in Q1 2027
- 90nm prices are expected to gain another 8% in the first quarter of 2027.
- Demand for 48V high-voltage power management chips in AI servers keeps rising.
- Global 8-inch foundry capacity will shrink 6% this year and 2% next year.
NewTimeSpace News, on 21 October 2026, AI chip stocks traded mixed, and HUA HONG GRACE (01347.HK) weakened. As of 13:17, the company quoted HKD 73.200, down 0.20%.
On the news front, the company has no recent news of its own; within the sector, on 19 October 2026 a market research report showed that global mature-node foundry capacity utilisation will reach 91% in the fourth quarter of 2026, and that 8-inch and 12-inch mature-node foundry prices are expected to rise 4% to 8% quarter on quarter in the first quarter of 2027, with 90nm prices already up 4% this quarter and set to rise another 8% next quarter.
In addition, on 20 October 2026 market data showed that HUA HONG's 8-inch lines ran at 109.5% capacity utilisation in the third quarter, above full load, as demand for 48V high-voltage power management chips used in AI servers keeps rising and supply of 8-inch mature-node capacity tightens further.
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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