---
title: "The AI chip sector is driven by both technology and demand, with investors rushing to buy 12 concept stocks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/276803257.md"
description: "The demand for domestic AI chips is growing rapidly, and the industry has a broad outlook. It is expected that by 2025, the performance of several companies will significantly improve, with 8 AI chip concept stocks showing a year-on-year increase in net profit attributable to shareholders. Among them, CMS and Raytron have performed outstandingly. In addition, as of February 13, there are 12 AI chip concept stocks that have seen a net financing purchase exceeding 100 million yuan since January"
datetime: "2026-02-24T23:57:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/276803257.md)
  - [en](https://longbridge.com/en/news/276803257.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/276803257.md)
---

# The AI chip sector is driven by both technology and demand, with investors rushing to buy 12 concept stocks

The demand for domestic computing power and artificial intelligence (AI) chips is growing rapidly, with a broad industry space. Multiple companies are expected to see performance growth in 2025, as the AI chip sector experiences a dual drive of technology and demand. From the performance data perspective, according to Data Treasure statistics, among the AI chip concept stocks, 8 companies are projected to have a year-on-year growth in net profit attributable to the parent company in 2025, based on performance bulletins and lower limits of performance forecasts (if there is no lower limit, the announced value is taken). Notable stocks with high year-on-year growth rates in net profit attributable to the parent company include CMS, Raytron, Juchip, Rockchip, and Lattice Semiconductor. From a funding perspective, according to Data Treasure statistics, as of the close on February 13, there are 12 AI chip concept stocks with a net financing buy-in exceeding 100 million yuan since January. (Securities Times)

### Related Stocks

- [688002.CN](https://longbridge.com/en/quote/688002.CN.md)
- [688380.CN](https://longbridge.com/en/quote/688380.CN.md)

## Related News & Research

- [AI face is taking over — and driving plastic surgeons crazy](https://longbridge.com/en/news/286641783.md)
- [Jack Antonoff tells people who are making AI art to 'drive right off that cliff'](https://longbridge.com/en/news/286592426.md)
- [Google has been quietly gaining AI customers, even before big releases next week](https://longbridge.com/en/news/286580439.md)
- [Axios reports that Donald Trump’s AI executive order aims to give the government early access to cutting-edge AI models.](https://longbridge.com/en/news/286984559.md)
- [AI chip mania sows seeds of its own destruction](https://longbridge.com/en/news/286657789.md)