excess profit

Revenue and Profit Rankings of 163 Semiconductor Listed Companies in the First Half of 2025

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Revenue and Profit Rankings of 163 Semiconductor Listed Companies in the First Half of 2025

As ofAugust31,2025, all 163 semiconductor listed companies in A-shares (according to Tonghuashun industry standards) have disclosed their semi-annual reports for 2025. 1. In the first half of 2025, among the 163 semiconductor listed companies, 131 companies achieved revenue growth; the overall operating revenue reached 320.625 billion yuan, an increase of 15.61% compared to the same … Read more

A SoC Earns an Extra $0.75! Cash Flow Limit Calculation of Amlogic’s 12nm Moat

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A SoC Earns an Extra $0.75! Cash Flow Limit Calculation of Amlogic's 12nm Moat

Amlogic Co., Ltd. (688099) First Principle Investment Value Analysis ★ Reconstructing valuation logic from a “physically/commercially atomic-level perspective that cannot be further disassembled.” ” 1. First Principle Framework: From “Information Entropy Reduction” to “Cash Flow Discounting” Level First Principle Proposition Derivation Mapping to Amlogic Physical Layer Any business activity is a process of energy and … Read more