603986.SS GigaDevice Semiconductor Loading... : Bullish and Bearish Analyst Opinions
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05:40
Aug 19
Aug 19
GigaDevice gains from memory price hikes
GigaDevice is a global number two NOR flash maker with a fabless model. Niche memory supply shortages are sustaining price hikes, it is expanding market share toward global number one in two to three years, and its customized AI memory product begins meaningful revenue contribution in 2H with strong growth next year. She maintains buy targets of 960 RMB for A shares and 1,254 for H shares, with H shares preferred.
HIGH
11:44
Feb 06
Feb 06
Watch Asia specialty flash for supply shifts
Watch Asia specialty flash/NOR suppliers; capacity shifts into broader flash may lift revenue but create embedded NVM supply friction.
MED
About 603986.SS Analyst Coverage
Buzzberg tracks 603986.SS (GigaDevice Semiconductor) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Tracy Cui, TheValueist.