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 parent company is 27.929 billion yuan, up 83% year-on-year. Among them, over 80% of companies expect revenue to grow year-on-year, 60% of companies forecast increased net profit attributable to parent, and 12 companies 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 parent 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.” Lankel Technology expects to achieve a net profit attributable to parent of 2.236 billion yuan in 2025, up 58.35% year-on-year. The industry’s demand for high-performance interconnect chips has increased significantly, directly driving the company’s product shipments and revenue growth. Buwei Storage is expanding its global top-tier customer base, expecting to achieve a net profit attributable to parent of 866 million yuan in 2025, up 437.56%, with explosive growth continuing in January-February 2026.

As the “highway for data transmission” of AI computing power, high-speed optical modules have become a core necessity in the computing era. Represented by Shijia Photonics and Yuanjie Technology, five optical chip companies will have a combined revenue of 4.619 billion yuan in 2025, up 62%; combined net profit attributable to parent is 713 million yuan, up 419%.

In wafer manufacturing, SMIC’s revenue in 2025 is expected to reach 67.323 billion yuan, a 16.5% increase year-on-year; net profit attributable to parent is 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 over 20% growth in net profit attributable to parent; Zhongke Feice’s net profit attributable to parent is 57.7124 million yuan, turning losses into profits. Domestic front-end equipment continues to receive orders amid expansion in advanced storage and logic processes.

In the packaging and testing field, Weice Technology, a leading domestic third-party independent chip testing company, saw increased sales of high-end testing services, with 2025 revenue up 46.22% and net profit attributable to parent up 134%.