Rising prices and volume boost performance, AI injects "new" momentum into semiconductor companies

Choice data shows that as of March 25, 23 companies in the A-share semiconductor industry (Shenwan industry classification) have disclosed their 2025 annual reports. Among them, 14 achieved year-on-year net profit growth, 3 turned losses into profits, and 2 reduced losses. Driven by the outbreak of demand for high-performance computing (HPC) and AI, listed companies in multiple sub-sectors such as computing chips, memory chips, and power semiconductors reported positive earnings. Data shows that driven by AI investment demand, global semiconductor sales reached $791.7 billion in 2025, a year-on-year increase of 25.6%, setting a new historical record. The Chinese market also performed strongly, with a year-on-year growth rate of over 15% in semiconductor sales in 2025. (Shanghai Securities News)