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<Research>CLSA Reiterates High-Conviction Outperform on MONTAGE TECH; GIGADEVICE, SMIC, HUA HONG SEMI Rated Outperform
CLSA issued a report noting that Advanced Micro Devices, Inc. (AMD.US) delivered results beat for 1Q26 and provided positive guidance for 2Q26. AMD indicated that the CPU-to-GPU ra...
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<Research>CLSA Reiterates High-Conviction Outperform on MONTAGE TECH; GIGADEVICE, SMIC, HUA HONG SEMI Rated Outperform
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CLSA issued a report noting that Advanced Micro Devices, Inc. (AMD.US)      delivered results beat for 1Q26 and provided positive guidance for 2Q26. AMD indicated that the CPU-to-GPU ratio is now moving from traditional 1:4 (or 1:8) ratio towards a 1:1 ratio in AIDC infrastructure, which will expand the TAM for server CPUs to more than USD120 billion by 2030.

Among the companies covered by the broker, MONTAGE TECH (06809.HK)  -33.800 (-7.007%)   will directly benefit from strong CPU demand; GIGADEVICE (03986.HK)  +19.500 (+3.718%)   will benefit from rising memory demand and an upward memory price cycle; SMIC (00981.HK)  -0.350 (-0.490%)    Short selling $433.71M; Ratio 3.747%   will benefit from the overall semiconductor upcycle; while HUA HONG SEMI (01347.HK)  -11.100 (-8.740%)    Short selling $1.03B; Ratio 14.617%   is in a bottoming-out trend with support from wafer price hike.

Related News Daiwa Reiterates Buy on HUA HONG SEMI (01347.HK) as 1Q26 Profit Meets Expectations
The broker reiterated its High-Conviction Outperform rating on MONTAGE TECH, and Outperform ratings on GIGADEVICE, SMIC and HUA HONG SEMI.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-15 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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