According to the research report released by CSCIB, overseas analog integrated circuit (IC) manufacturers have rebounded, showing positive year-on-year growth in their quarterly revenues for 2025. It is anticipated that during the traditionally slow period (January-March) of 2026, these companies will experience month-on-month growth, demonstrating a pattern of "robust performance even during off-peak seasons." Concurrently, there has been a resurgence in order backlogs, offering further confirmation of the industry's turning point. The industrial supply chain is transitioning from a phase of passive inventory reduction to one characterized by order recovery and expansion.

This current recovery cycle is marked by significant structural features, with demand emanating from AI data centers serving as the primary catalyst. The need for analog ICs that support servers and high-speed optical modules continues to escalate. Furthermore, the aerospace and defense sectors are sustaining a high level of prosperity, while the traditional industrial sector is also undergoing a cyclical upturn.

Against this backdrop, domestic analog IC manufacturers that have established a strong presence in areas such as servers and optical modules are poised to achieve more robust performance growth. This growth will be driven by both the recovery in demand and advancements in product technology.