A-share semiconductor "profit king" changes hands, with artificial intelligence driving industry recovery.

In 2024, the annual disclosure season of A-share annual reports came to a close, and the listed companies in the semiconductor industry showed a mild recovery trend. According to statistics, the operating income of A-share semiconductor industry listed companies last year reached a record high of approximately 602.2 billion yuan, with Nothern Huachuang replacing SMIC as the "profit king" of A-share semiconductors. In addition, the industry's inventory "backlog" has been effectively resolved, operational efficiency has significantly improved, and artificial intelligence has begun to significantly boost the performance of listed companies in areas such as digital chip design.