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SMIC, HUA HONG SEMI Rally 3%, 7%; CLSA: Potential Beneficiaries of Huawei's 'Tau Scaling Law'
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SMIC (00981.HK) opened 1.9% higher this morning (27th), hitting an intraday peak of HKD89.45. It last stood at HKD87.3, up 3.44%, with turnover of 104 million shares, involving HKD9.052 billion. Meanwhile, HUA HONG SEMI (01347.HK) opened 4.31% higher this morning, reaching a high of HKD156.6. It last posted at HKD153.8, up 7.03%, with turnover of 28.2532 million shares, involving HKD4.3 billion. CLSA noted that Huawei proposed a new semiconductor development principle known as "Tau Scaling Law". Unlike Moore's Law, which relies on geometric transistor scaling, "Tau Scaling Law" focuses on shortening the time constant to boost transistor density and system performance. CLSA believed that "Tau Scaling Law" provides a new pathway to enhance chip performance and may accelerate the development of China's semiconductor industry. Potential beneficiaries include SMIC, HUA HONG SEMI, CHANG ELEC TECH (600584.SH), NAURA (002371.SZ) and AMEC (688012.SH). Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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