MCU chip prices are rising, a batch of high-growth potential stocks are emerging.

The chip price surge in 2026 showed a trend of starting from the beginning of the year and accelerating significantly in the second quarter. As early as January 2026, domestic chip manufacturer SMIC announced the first price increase of 15%-50% for products such as MCUs, kicking off this round of price increases. The second quarter exploded. By April, the price surge suddenly accelerated. International chip giants such as Texas Instruments, Infineon, and STMicroelectronics successively announced price increases for some products starting from April 1, with TI's analog chips increasing by up to 85%, causing a market shock. Recent institutional research report titles mentioned individual stocks of MCU such as Espressif, Zhao Yi Innovation, and Zhongying Electronics. A batch of high-growth stocks emerged. 15 individual stocks are predicted by institutions to have a net profit growth rate of over 20% this year and next year. Among them, Heng Xuan Technology, Jingchen Stock, Espressif, and other stocks are predicted by institutions to have a net profit growth rate of over 30% in both years.