The first quarterly reports of integrated circuit enterprises on the Science and Technology Innovation Board were submitted, and many fields performed well.
As of May 9, more than 110 integrated circuit industry companies listed on the Shanghai Stock Exchange Science and Technology Innovation Board have completed the disclosure of their first quarter reports, with a total revenue of 72.182 billion yuan, a year-on-year increase of 24%; and a net profit attributable to shareholders of 4.479 billion yuan, a year-on-year increase of 73%. Overall, with the continuous advancement of independent control and the gradual recovery of downstream AI, Internet of Things, consumer and pan-industrial demand, the industry's revenue and profits have increased significantly, continuing the growth trend in the fourth quarter of last year. Chip design, semiconductor equipment, wafer manufacturing and other fields have performed well. The performance of the chip product segment has increased significantly, and companies producing general-purpose chips such as servers and CPUs, as well as optical chips, have shown rapid growth. In the first quarter of 2025, more than 70 chip product companies achieved a total revenue of 30.969 billion yuan, a year-on-year increase of 24%, and more than 70% of the companies achieved revenue growth; they achieved a net profit attributable to shareholders of 2.056 billion yuan, a year-on-year increase of 126%, and more than half of the companies achieved net profit growth.
