Recently, the semiconductor sector has shown signs of warming, with domestic AI chip suppliers increasing their market share, and DeepSeek’s new model adopting a domestic chip design solution.
This drives the industry to deeply tilt towards AI computing power demands, with companies like SMIC accelerating the domestic substitution process through technological breakthroughs.
At the same time, automotive companies and chip manufacturers are deepening their cooperation, with new materials like silicon carbide becoming prevalent in electric drive systems, reshaping the development path of semiconductor technology synergy and scenario integration.
With the surge in AI computing power demand pushing the semiconductor industry into an upward cycle, we focus on six high-growth leading companies that are deeply engaged in technological breakthroughs.
1、Tongfu Microelectronics
Core Areas:Memory chips, state-owned capital fund holdings, AI PCs
Main Business:Semiconductor packaging and testing, focusing on Chiplet and 3D packaging.
Company Highlights:Mass production of 5nm Chiplet packaging, deeply tied with AMD, covering high-growth areas such as AI chips and automotive electronics.
Performance: Net profit attributable to shareholders in the mid-2025 report is expected to grow by 27.72% year-on-year.
2、Yuyuan New Materials
Core Areas:Rare earth permanent magnets, expected increase in Q1 2025 report, dental medical
Main Business:Research and development of semiconductor materials, ultra-high purity target materials, and rare earth materials.
Company Highlights:Breakthrough in 7nm process target material technology, with a yield rate of 85% for 12-inch target materials, supplying leading foundries like SMIC and TSMC.
Performance: Net profit attributable to shareholders in the mid-2025 report is expected to grow by 218.47% year-on-year.
3、Jingfang Technology
Core Areas:Photolithography machines, automotive chips, third-generation semiconductors
Main Business:Image sensor packaging, automotive-grade CIS and MEMS technology.
Company Highlights:Global leader in automotive-grade camera packaging, with technology extending to AI glasses and robotic vision modules, supported by dual optical centers in the Netherlands and Suzhou for innovation.
Performance: Net profit attributable to shareholders in the mid-2025 report is expected to grow by 49.78% year-on-year.
4、Star Semiconductor
Core Areas:Automotive chips, chip concepts, third-generation semiconductors
Main Business:Power semiconductor design, IGBT and SiC module research and development.
Company Highlights:Leading domestic market share in automotive-grade IGBT, SiC MOSFET validated through complete vehicle testing, with mass production of automotive-grade chips expected in 2025.
Performance: Net profit attributable to shareholders in the mid-2025 report is expected to grow by 0.26% year-on-year.
5、Jiangfeng Electronics
Core Areas:SMIC concept, memory chips, third-generation semiconductors
Main Business:Ultra-high purity sputtering targets, precision semiconductor components.
Company Highlights:Mass supply of 3nm copper-manganese alloy targets, covering the supply chain of TSMC and SMIC, with a stable global market share ranking second.
Performance: Net profit attributable to shareholders in the mid-2025 report is expected to grow by 56.79% year-on-year.
6、Wentai Technology
Core Areas:AI smartphones, AI PCs, wireless earphones
Main Business:Semiconductor IDM model, power devices, and automotive electronics.
Company Highlights:Among the top three globally in automotive-grade power devices, with mass production of 1200V SiC MOSFET, vertically integrated design-manufacturing-packaging testing across the entire chain.
Performance: Net profit attributable to shareholders in the mid-2025 report is expected to grow by 237.36% year-on-year.
Note: The above content is only personal opinion and does not constitute operational guidance. Any operations are at your own risk! The stock market has risks, and investment should be cautious!