Amidst China's retaliatory measures against the United States' "reciprocal tariffs," the dynamics of domestic analog chip companies have garnered significant attention. Recently, stocks related to analog chips on the A-share market have exhibited an independent rebound trend, emerging as one of the standout performing segments. For instance, Siray, a leading player in the signal chain field, has seen its share price double. Additionally, Shengbang Microelectronics, a prominent domestic analog chip designer, and Naxia Microelectronics, a supplier of isolation chips, have witnessed their share prices surge by more than 50%. The analog chip industry, characterized by its diverse product portfolio and vast downstream applications, is widely recognized by fund managers as a high-quality sector with substantial long-term growth potential.

As one of the industries with a relatively low self-sufficiency rate in China, leading analog chip companies have captured the attention of numerous renowned technology investment fund managers. However, in recent years, the global semiconductor industry has experienced a downturn in its boom cycle, and the analog chip industry has faced severe challenges, with substantial fluctuations in the share prices of related companies. Despite these adversities, most fund managers have maintained their firm holdings. Now, with the industry's recovery, they have finally begun to reap the rewards of their patience and conviction.