CLSA: DeepSeek Model Highlights Smooth Expansion of China's Advanced Process Capacity; Remains Positive on SMIC and Hua Hong Semiconductor
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CLSA's report highlights the smooth expansion of China's advanced process capacity, following the release of DeepSeek's V4-Pro and V4-flash models. Texas Instruments and Intel exceeded Q1 expectations, indicating a recovery in analog chip demand. The report anticipates continued price increases driven by AI model development and chipset localization. CLSA maintains an "Outperform" rating on SMIC and Hua Hong Semiconductor, with target prices set at HKD93.3 and HKD129.5, respectively.
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