As 2025 begins, the most remarkable segment in the semiconductor industry is undoubtedly the SoC track. A performance report from Rockchip has ignited market enthusiasm: Q1 net profit reached 200-225 million yuan, a year-on-year increase of 196%-233%. The non-recurring net profit is even closer to 100% of the main contribution, completely dispelling market doubts about the “sustainability of policy impulses.” Similarly, players like Tsinghua Unigroup, Amlogic, and Allwinner have also delivered unexpectedly strong results, signaling the emergence of a sector-wide trend…