More than sixty percent of companies' performance is expected to increase by more than twenty percent, and it is the right time for A-share semiconductor industry to "dig for gold".

According to Wind data, as of noon on January 29th, a total of 1657 listed companies in the A-share market have disclosed their performance forecasts for 2025. Among them, benefiting from the global wave of artificial intelligence infrastructure construction and the price increase cycle of storage chips, the performance of the semiconductor industry has been very impressive, especially in key areas such as GPU, advanced packaging, and storage, experiencing significant improvement in prosperity. So far, a total of 93 semiconductor companies have disclosed their performance forecasts. Among them, 61 companies are expected to have a net profit attributable to the parent company growth of over 20%, accounting for over sixty percent, with 21 companies expecting a net profit increase of over 100%. Companies like Montnets Technology and Nuvoton Technology are forecasting a net profit attributable to the parent company exceeding 2 billion yuan. It is worth mentioning that since the beginning of the year, the domestic semiconductor industry has been releasing signals of price increases, adding fuel to the secondary market.