Find $1347 (-3,48%) very interesting. I bought a first tranche a few weeks ago and am topping up via a savings plan.

The Chinese leadership has an ambitious plan. By 2030, they want to ensure that the self-sufficiency rate in the semiconductor sector is 80% in order to become less dependent on the West, but also on geopolitical risks. This should provide a massive tailwind for Hua Hong's shares.

The Chinese government has defined semiconductors as a strategic priority in its five-year plan for 2026 to 2030. The aim is to strengthen technological independence and innovative strength. Prime Minister Li Qiang told the National People's Congress in March that chips are to be developed into a mainstay of new industries.

Specifically, the plan envisages increasing the self-sufficiency rate for semiconductors to 80 percent. For comparison: in 2024, the quota was still 33 percent. According to Reuters the government also stipulates that at least 50 percent of the equipment used in the construction of new factories must come from Chinese production. This will further accelerate the localization of the entire supply chain.

For Hua Hong, this is positive because the focus is on so-called "mature nodes", i.e. proven manufacturing technologies in the range of 28 to 90 nanometers, for example. It is precisely these technologies that are scalable in China in the short term and form the basis for numerous applications in industry, the automotive sector and power semiconductors. While China is still lagging behind when it comes to state-of-the-art chips, the expansion of these established segments is a political priority and can be implemented quickly.

Only time will tell whether China will achieve its ambitious 80% target by 2030. However, it is clear that the government will do everything in its power to achieve this and that the shares of established contract manufacturers such as Hua Hong should receive a tailwind as a result.

The less well-known $1347 (-3,48%) has also found its way into my depot.

I would like to briefly introduce you to a company that I believe will benefit massively from the development of chip technology in China. The company in question is $1347 (-3,48%) . Just as the USA is trying to become independent of China, China is doing everything in its power to end its dependence on Western technologies. And they have recently achieved a major breakthrough in the chip sector, which could also break the dominance of $ASML (+0,37%) could be broken.

China is currently planning the mass production of high-quality AI chips using its own ASML technology in 2028. The main beneficiary will of course be first $981 be first. But they have already done very well. $1347 (-3,48%) In my opinion, ASML has potential again after the 25% setback. Especially as 20% of the market cap is covered by cash reserves. Of course, with a P/E ratio of 80 and a KUV of 6, this is no widow and orphan stock! But you don't expect that from me either. I would definitely see 50% potential here over the next 6-12 months.