21-02-2025, 10:57 AM
(13-06-2024, 12:05 PM)sgbuffett Wrote: Today again we see Hua Hong outperforming SMIC.
Right now there is a semicon upturn globally Chinese players too will benefit fro. This up turn.
Like I said earlier the need for SMIC to stay are the cutting g edge is costly due to US sanctions on the equipment needed...this will hinder its profitability
Today hua hong up 11% and smic only 6%
![[Image: 8pGM2Z4.jpeg]](https://i.imgur.com/8pGM2Z4.jpeg)
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