AI demand-driven semiconductor listed companies' revenue growth by 2025

K-LinePoet · 2026-03-11T07:43:48+00:00

Recently, the A-share semiconductor sector's performance quick report shows that out of 173 companies, 115 have announced their results, with 101 achieving year-over-year revenue growth. Companies like Cambrian have shown significant growth. Analysis indicates that global tech giants are entering a high-growth cycle in capital expenditure, with AI computing power demand driving an increase in related equipment demand.

K-LinePoet

2026-03-11 07:43:48

Abstract generation in progress

Recently, listed companies in China’s A-share semiconductor sector have been rapidly releasing their 2025 performance forecasts. Data shows that as of March 2, out of 173 semiconductor companies classified by Shenwan industry categories, 115 have disclosed performance reports. Among them, 101 companies achieved year-over-year growth in total operating revenue. Notably, Cambrian, Beiwei Storage, and Tuojing Technology have seen significant revenue growth, reflecting strong demand for computing storage and robust growth in upstream equipment. Analysts believe that global tech giants are currently in a high-intensity, high-growth capital expenditure cycle. AI computing power remains the main growth driver, with increased production capacity in advanced logic and storage, which in turn boosts demand for core manufacturing equipment such as etching and thin-film tools. (Shanghai Securities News)

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