Harga "fondasi" chip meningkat pesat, prospek bahan semikonduktor patut dinantikan

People’s Financial News, 8 April - Semiconductor target materials are praised as the “cornerstone” of chips because they play an irreplaceable core role in the chip manufacturing process, serving as the key materials for conducting electricity, interconnection, and functional integration of chips.
In the first quarter of 2026, electronic target material companies have generally started to raise prices, with the prices of conventional target materials increasing by 20%, and special small metal target materials increasing by as much as 60%–70%.
In the A-share market, only three companies have target materials in their main product names, namely Jiangfeng Electronics, Ashi Chuang, and Oulai New Materials.
The prosperity of the semiconductor materials industry is also worth expecting.
According to statistics from Securities Times·Data Treasure, there are 25 stocks in the semiconductor materials industry in the A-share market.
Among them, institutional consensus predicts that Lianangwei’s net profit growth in 2026 will be over 12 times, ranking first.
Additionally, stocks such as Helin Weina, Oulai New Materials, and Huahai Chengke are all expected to have a net profit growth rate of over 100% in 2026.
Since the beginning of this year, nearly half of the stocks have seen their prices rise, with Oulai New Materials and Jiangfeng Electronics both increasing by over 60% in total.