The National Bureau of Statistics’ data shows

Profits in high-tech manufacturing increased by 44.7%
Profits in the entire electronics industry increased by 103.9%
The profit growth rate in the manufacturing of electronic special materials reached 665.4%
Far higher than optics (optoelectronic device manufacturing) at 53.8%
And semiconductors at 40.6%
Electronic circuits at 19.7%
AI’s most core still lies in upstream raw materials
Supply is far below demand
For some sub-sectors, this round of price increases may just be getting started
It will also bring opportunities for many companies to grow significantly