Click the blue text to follow us In the third quarter of 2025, the global semiconductor market reached a milestone, with the market size exceeding $200 billion for the first time, and the recovery momentum in the first three quarters far exceeded expectations. 1. Global TOP 20 Landscape Image from the internet The leading companies … Read more
01Fundamentals: From “Loss Leader” to “Profit Dark Horse” TurnaroundAs the first domestic AI chip stock, Cambricon has been a focal point in the market since its IPO in 2020. However, the company was previously perceived as “technologically strong but difficult to profit,” incurring nearly 5 billion yuan in losses from 2017 to 2023, earning the … Read more
In the A-share semiconductor sector, there are only 26 companies that achieved high-quality growth in their Q3 reports. I have reviewed all semiconductor stocks and found that only 26 companies had a revenue growth rate greater than 20%, a net profit growth rate greater than 30%, and a net profit exceeding 100 million. Among them, … Read more
PCB manufacturer Zhen Ding-KY announced its third-quarter financial report, with a quarterly revenue of NT$47.366 billion, a quarter-on-quarter increase of 23.98% and a year-on-year decrease of 6.41%; net profit after tax was NT$2.392 billion, with earnings per share (EPS) of NT$2.46. Cumulatively, the EPS for the first three quarters reached NT$3.79. The company indicated that … Read more
Click the above to follow us and addStar Mark★ to receive timely industry news Huizhou Daya Bay,Kexiang Co., Ltd. headquarters production base is bustling. Batches of precision printed circuit boards (PCB) are coming off the production line, sold globally, and applied in smartphones, new energy vehicles, and even cutting-edge AI server fields. In an exclusive … Read more
The memory chip market has now realized its potential. This article analyzes the impact of revenue and net profit growth on stock prices. When selecting targets, we start from the industry perspective. First, how to identify the industry. By examining each financial report, we can identify the industry. We look at individual stocks in the … Read more
Optical communication chip company Youxun Co., Ltd. recently completed the second round of inquiry responses for its Sci-Tech Innovation Board IPO, focusing on performance status, growth potential, inventory digestion, and more. Reporter | Guo Hui According to the official website of the Shanghai Stock Exchange, optical communication chip company Xiamen Youxun Chip Co., Ltd. (hereinafter … Read more
Additive Manufacturing (AM; also known as 3D Printing) is a new manufacturing method that creates solid objects based on discrete stacking principles. It integrates information network technology, advanced material technology, and digital manufacturing technology, disrupting traditional thinking and manufacturing models. This has a profound impact on traditional processes, production lines, factory models, and industrial chain … Read more
Xinyuan Co., Ltd. 25 Half-Year Report Review: A Leader in AI ASIC/SOC with Equal Focus on Cloud and Edge Event: The company released its 2025 half-year report, in which the company achieved a revenue of 974 million yuan in 1H2025, a year-on-year increase of 4.49%; the net profit attributable to the parent company was -320 … Read more
As of August 31, 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, 131 out of 163 semiconductor listed companies achieved revenue growth; the overall operating revenue reached 320.625 billion yuan, an increase of 15.61% compared to … Read more