Lyon: The DeepSeek model highlights the smooth expansion of domestic advanced process capacity, and we remain optimistic about SMIC and Huahong.

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Golden Finance reports that on April 27th, Lyon issued a report stating that DeepSeek officially released a preview version of the V4-Pro and V4-flash models last Friday. The bank believes this highlights the smooth progress of domestic advanced process capacity expansion. Texas Instruments and Intel also announced better-than-expected first-quarter results and second-quarter guidance. The bank states that it has observed a recovery in overall demand for similar chips; if demand remains strong, the upward pricing trend is expected to continue, mainly driven by the accelerated development of domestic AI large models and the localization of AI chip sets. The bank expects domestic foundries to become the main beneficiaries, reaffirming its “outperform the market” ratings for SMIC and Hua Hong Semiconductor, with target prices of HKD 93.3 and HKD 129.5 respectively. (Dongxin News Agency)

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