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HHHHUSF

Hua Hong Semiconductor Limited

$HHUSF·$34B·Semiconductors·Technology
$13.850.0%1Y+65.5%
Mentions · last 7 days
2026-08-18: 0 posts2026-08-19: 0 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 0 posts0
Price updated 3m ago·X counts updated 4d ago
HHHHUSF
$HHUSFHua Hong Semiconductor Limited
$13.850.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $HHUSF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Hua Hong printed Q2 revenue up 24% but the tape gave up 20% today — the Chinese foundry re-rate is being repriced hard.

Hua Hong Semiconductor is a Chinese specialty semiconductor foundry with focus on embedded non-volatile memory, mixed-signal, RF, power management, and automotive chips — the second-largest pure-play foundry in mainland China after SMIC. The setup is a China-foundry name at the tail of a large re-rate that just took a hard step lower.

  • Q2 revenue was $717.5M, up 24% year-on-year, with 16.5% gross margin and small positive operating margin — the top-line growth is real, but the margin profile is thin and getting thinner.
  • Down 19.7% today with the equity at the 45th percentile of the 52-week range and 27% below the 50-day trend — the single-day drop is severe and the tape is repricing whether the 183% year-on-year run was justified.
  • Trades at 423x trailing earnings, 11.3x sales, and 57x EV/EBITDA — extreme multiples that require the multi-year China-foundry capacity buildout to compound at the pace consensus models, and the 15% return on invested capital is barely positive.
  • Analyst estimates model 2026 revenue at $3.03B growing to $3.62B in 2027 and $4.19B in 2028 — the trajectory is real, but the market is now questioning the valuation at these multiples.

What restarts the move is Nov 5 Q3 confirming the revenue growth trajectory alongside a specific margin recovery signal. What extends the cooling is another quarter of soft gross margin, a US-China trade-policy headline hitting the foundry-license framework, or a specific SMIC or TSMC capacity announcement absorbing Chinese domestic demand; treat this as a stretched-multiple momentum name in a corrective phase.

What to watch: Nov 5 Q3 earnings — consensus $0.04179 EPS. Watch revenue growth by end market, gross-margin recovery toward 20%, capacity utilization, and any specific US-China trade-policy commentary.

On the calendar: 2026-11-05 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese specialty semiconductor foundry making embedded memory, power devices, and RF chips for industrial and IoT markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $HHUSF.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+92.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
423.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-9.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
16.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.02$0.02-9.2%
Q1 2026May 14, 2026$0.01$0.02-47.6%
Q4 2025Feb 12, 2026$0.01$0.02-35.9%
Q3 2025Nov 6, 2025$0.01$0.02-15.2%
Next earningsThu, Nov 5·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$717.5M+24.1%16.5%1.3%$0.02$-18.5M
Q1 FY26$665.6M+23.1%17.6%-2.5%$0.01$-782.3M
Q4 FY25$663.4M+23.4%14.0%-6.3%$0.01$-325.1M
Q3 FY25$640.8M+21.8%21.3%-1.8%$0.01$-64.3M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.0B$2.9B – $3.3B$0.11$0.10 – $0.1315
FY27$3.6B$3.2B – $4.1B$0.17$0.15 – $0.1918
FY28$4.2B$3.9B – $4.7B$0.22$0.20 – $0.258
FY29$4.2B$3.8B – $4.7B$0.34$0.31 – $0.3910
FY30$4.5B$4.1B – $5.0B$0.46$0.42 – $0.539

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-27.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 891.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.535-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Hua Hong Grace Semiconductor Limited (HHUSF) Q2 2026 Earnings Call Transcriptseekingalpha.com·15d ago

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Voices on X · last 7 days

No standout posts about $HHUSF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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