Looking back at history, in 2024, semiconductor companies saw a year-on-year increase in revenue of 21.44% and a year-on-year increase in net profit of 15.42%. In 2025, the revenue of semiconductor companies will increase by nearly 24% year-on-year (comparable caliber), and the net profit will increase by 29.23% year-on-year. The growth rate of revenue and net profit has increased compared to the previous year, indicating that the industry's growth is accelerating.

The sustained improvement in performance of listed companies is a microcosm of the semiconductor industry's transition from a downturn to recovery. After experiencing a downturn in 2022 and 2023, the semiconductor industry has seen a strong rebound since 2024, with accelerated growth in 2025.

At the recently held 2026 Shanghai International Semiconductor Exhibition, a positive signal was conveyed that the semiconductor equipment industry has entered a high growth turning point, driven by AI driven storage expansion, increased demand for advanced logic processes, and explosive demand for advanced packaging. At the same time, domestic equipment is making efforts in multiple aspects, and leading platform enterprises are continuously improving their layout. 2026-2027 will be a key stage for a significant increase in localization rate.