The pace of A-share performance forecast disclosures has picked up steam, with semiconductor industry chain companies that are deeply intertwined with artificial intelligence (AI) demonstrating remarkable performance in 2025. Notably, Muke Semiconductor, Shannon Semiconductor, and Advanced Micro-Fabrication Equipment (AMEC) have reported substantial year-on-year increases in net profit. Meanwhile, VeriSilicon, despite still operating at a loss, has managed to significantly reduce its deficit.

Several companies have fueled their performance growth through robust research and development efforts. For instance, Allwinner Technology and Actions Semiconductor have consistently ramped up their R&D investments, a strategy that appears to be paying off. Institutional investors are now setting their sights on the enduring growth prospects of listed companies within the AI sector, with a particular emphasis on order volumes and the sustainability of their performance.

VeriSilicon, in particular, has seen its order book expand at a rapid clip. Meanwhile, Naxin Micro's products have found their way into AI servers and humanoid robots, marking a significant expansion of their market reach. Furthermore, a research report issued by Shanxi Securities highlights that the domestic industrial AI sector is poised for accelerated development, propelled by technological breakthroughs and supportive policy measures.