AI boosts performance growth of STAR Market integrated circuit companies; sector prosperity continues to rise

Shanghai Securities News China Securities Network News (Reporter He Xinyi) — As the disclosure of 2025 performance briefings and forecasts concludes, statistics show that 128 integrated circuit companies on the STAR Market are expected to achieve revenue of 365.112 billion yuan, a year-on-year increase of 25%; net profit attributable to shareholders is expected to reach 27.929 billion yuan, an increase of 83% year-on-year. Among them, over 80% of companies expect revenue to grow year-on-year, 60% of companies expect net profit attributable to shareholders to increase, and 12 companies have turned losses into profits.

In the computing chip sector, Cambrian, Moore Threads, and Muoxi Co., Ltd. actively promote the implementation of artificial intelligence application scenarios, gaining widespread recognition and continuous procurement from downstream customers. The three companies achieved revenues of 6.497 billion yuan, 1.506 billion yuan, and 1.644 billion yuan respectively, all with triple-digit year-on-year revenue growth rates. Cambrian achieved its first full-year profit since listing with a net profit attributable to shareholders of 2.059 billion yuan; Moore Threads and Muoxi Co., Ltd. significantly reduced losses by over 30%.

As AI computing power demand explodes, storage chips enter a “super cycle.” Lankai Technology expects to achieve a net profit attributable to shareholders of 2.236 billion yuan in 2025, a year-on-year increase of 58.35%. The industry’s demand for high-performance interconnect chips has increased significantly, directly driving the company’s product shipments and revenue growth. Beiwei Storage is expanding its global top-tier customer base, expecting to achieve a net profit attributable to shareholders of 866 million yuan in 2025, a 437.56% increase; its operating performance from January to February 2026 continues to grow explosively.

As the “high-speed data transmission highway” for AI computing power, high-speed optical modules have become a core necessity in the computing era. Represented by Asahi Photonics and Yuanjie Technology, five optical chip companies together achieved a revenue of 4.619 billion yuan in 2025, a year-on-year increase of 62%; their combined net profit attributable to shareholders was 713 million yuan, a 419% increase.

In wafer manufacturing, SMIC’s revenue in 2025 reached 67.323 billion yuan, a 16.5% increase year-on-year; net profit attributable to shareholders was 5.041 billion yuan, a 36.3% increase, with both revenue and profit hitting record highs.

In the semiconductor equipment sector, companies like CSMC and TuoJing Technology are expected to see net profit attributable to shareholders grow by over 20%; Zhongke Feice achieved a net profit of 57.7124 million yuan, turning losses into profits. Domestic front-end equipment continues to secure orders in advanced storage and logic process expansion.

In the packaging and testing field, Weice Technology, a leading domestic third-party independent chip testing company, saw an increase in high-end testing sales revenue, with 2025 revenue up 46.22% year-on-year and net profit attributable to shareholders up 134%.