$HUA HONG SEMI(01347)$ Ironically, the U.S. might just be the best business partner for China’s semiconductor companies like $SMIC(00981)$ and Hua Hong. With all the chip restrictions on $NVIDIA(NVDA)$ and rising tariffs, global clients are being pushed to seek local alternatives. What seems like suppression is actually clearing the way for domestic players to win more orders. The stage is set for China’s chipmakers to rise，let’s see who grabs the opportunity!
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- Ah_Meng·04-20Agree... I am holding strongly in $SMIC(00981)$LikeReport