A-share listed semiconductor companies are generally projecting a robust performance in the first half of the year. Notably, Jiangbo Long, a leader in memory modules, anticipates a staggering profit increase of up to 743 times, amounting to RMB 11 billion. This remarkable growth is primarily fueled by the escalating demand for AI computing power, which has spurred both product demand and price hikes. Consequently, relevant semiconductor companies are set to achieve a dual boost in both revenue and profit. Looking ahead to the second half of the year, industry experts predict that with increased capital expenditures from North America's four major cloud providers and the ongoing commercialization efforts of leading large-scale model companies, the demand for AI computing power will continue to surge. As a result, segments such as AI chips, semiconductor equipment, and materials along the computing power supply chain are expected to maintain a high level of prosperity.