AI-driven semiconductor listed companies revenue growth by 2025

Recently, A-share semiconductor companies have been intensively disclosing their 2025 performance reports. Data shows that as of March 2nd, out of the 173 semiconductor companies classified by Shenwan Industry, 115 have already disclosed their performance reports. Among them, 101 companies have achieved year-on-year growth in total operating income. Reporters noted that companies such as Cambricon, Biwei Storage, and Founding Technology have shown strong revenue growth, reflecting the strong demand for storage in the current market and the strong growth of front-end equipment. Some analysts believe that the capital expenditure of global technology giants is currently in a period of high intensity and high growth. The demand for AI computing power remains the main driver of growth, with increased production of advanced logic and storage leading to an increase in demand for core manufacturing equipment such as etching and thin film.