Semiconductors

Biwin

Biwin released FY2026 Q1 earnings on April 15 After-Market (BJT), actual revenue CNY 0, actual EPS CNY 0

Biwin FY2026 Q1 Earnings Release Scheduled for April 16 After-Market BJT

Biwin to Release FY2025 Earnings on March 20 During-Market (BJT), Forecast Revenue CNY 10.12 B, EPS CNY 0.38

Biwin released FY2025 Q4 earnings on February 27 During-Market (BJT), actual revenue CNY 4.727 B, actual EPS CNY 1.4141

Biwin released FY2025 annual earnings on February 27 During-Market (BJT), actual revenue CNY 11.3 B (forecast CNY 10.12 B), actual EPS CNY 1.81 (forecast CNY 1.2)

Bavistore's ePOP Series Products Applied in Multiple Well-known Enterprises' Products

Biwin released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 6.575 B, actual EPS CNY 0.0909

Biwin released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 2.663 B, actual EPS CNY 0.6129

Biwin to Release FY2025 Q3 Earnings on October 31 After-Market (BJT)

Shenhwater Securities Adjusts Margin Trading and Short Selling Collateral Conversion Rates for Some Stocks

East Money Securities Adjusts Margin Trading and Short Selling Discount Rates for Semiconductor Manufacturing International and Biwin Storage

Biwin Memory Announces Net Loss of 226 Million Yuan in H1 2025

BWI Storage Shareholder Plans to Reduce Holdings by up to 2%

Biwin released FY2025 Q2 earnings on August 10 After-Market (BJT), actual revenue CNY 2.369 B, actual EPS CNY -0.062

Biwin released FY2025 Semi-Annual earnings on August 10 After-Market (BJT), actual revenue CNY 3.912 B, actual EPS CNY -0.51

Biwin FY2025 Semi-Annual Earnings Release on August 11, 2025 (BJT)

Biwin Storage's ESG Rating Improved

Bavix Storage Directors and Senior Executives Reduce Holdings

Bvspace Welcomes Institutional Research, Introduces AI Storage Product Layout

Samsung and Micron Cut DDR4 Supply, DRAM Prices Surge

SOXX

588170

512760

588780

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SOXL

China's CXMT anticipates first-half revenue of 110-120 billion yuan ($17.62 billion) due to rising memory chip prices driven by AI demand. The company expects a net profit of up to 57 billion yuan, with Q1 revenue soaring over 700% year-on-year to 50.8 billion yuan. CXMT's IPO is closely monitored as a sign of China's advancements in DRAM technology.

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China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

China's CXMT expects revenue to surge as memory chip demand soars

688525

BIWIN STORAGEhas resubmitted its listing application to the Hong Kong Stock Exchange, with Huatai International as the sole sponsor. The funds from the listing will enhance R&D, marketing, international operations, and working capital. The company, which manufactures NAND and DRAM storage solutions, reported a 68.8% revenue increase to RMB11.302 billion and a profit surge of 4.3x to RMB853 million last year. BIWIN STORAGE is recognized as a leading independent storage solution provider with wafer-level packaging technology, ranking among the top 15 global market participants in 2025.

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BIWIN STORAGEResubmits Listing Application to HKEX

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Recently, A-share listed companies in the storage industry chain, such as Biwin, Shannon Semi, and TWSC, have reported single-quarter profits exceeding their full-year totals from last year, signaling that the AI-driven storage 'super cycle' has entered its earnings realization phase. With HBM capacity pre-booked and storage prices surging continuously, the market dynamic of supply falling short of demand for storage chips is expected to persist until 2027. As AI computing power demand grows exponentially, the storage industry is undergoing a paradigm shift from cyclical volatility to structural growth

Wallstreetcn

Shannon Semi

TWSC

Storage 'Super Cycle' Enters Earnings Realization Phase; Multiple Storage Companies Report Single-Quarter Profits Exceeding Full-Year Totals from Previous Year

159995

Biwin reported first-quarter revenue of 6.814 billion yuan, a year-over-year increase of 341.53%; net profit attributable to shareholders reached 2.899 billion yuan, turning from a loss to a profit compared to the same period last year. The single-quarter profit amounted to 3.3 times the full-year total of the previous year. March's monthly profit was approximately 1.1 to 1.4 billion yuan, already exceeding the full-year figure of the previous year. Revenue from AI edge-side storage products neared 1.2 billion yuan, representing a nearly five-fold year-over-year growth. Inventories rose to 12.069 billion yuan, up 53.4% from the beginning of the year, reflecting the company's proactive inventory buildup to meet surging demand

ChinaAMC Guozheng Semiconductor Chip ETF

Single-Quarter Net Profit Reaches Three Times Full-Year Previous Year, Biwin Q1 Turns Loss to Massive 2.9 Billion Yuan Profit | Financial Report Insights

Biwin's revenue for the first quarter of 2026 was 6.814 billion yuan, a significant increase from 1.543 billion yuan in the same period last year; net profit was 2.899 billion yuan, turning a profit compared to a loss in the previous year. Risk warning: The market has risks, and investment should be cautious; this article does not constitute personal investment advice

华尔街见闻资讯

Biwin: In the first quarter of 2026, revenue was 6.814 billion yuan, compared to 1.543 billion yuan in the same period last year; net profit was 2.899 billion yuan, turning a profit from a loss year-on-year

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Storage chip concepts showed strong activity; DAWEI hit the limit up, Biwin and TWSC continued to set new historical highs, while Shannon Semi, Puya Semiconductor, Longsys, and Beijing Ingenic followed suit. Lithium battery concepts remained active; Shida Shenghua achieved two limit-ups in three days, Tengyuan Cobalt approached a 20% limit-up, with Hanrui Cobalt, Chengxin Lithium, Duo Feiduo, and Haikexinyuan also rising

- On April 14, A-shares opened higher, with the three major indices rising, notably the ChiNext Index up by 1%.  
- The Hong Kong market also saw gains, with the Hang Seng Index increasing by 1.09%.  
- Meanwhile, most domestic commodity futures rose, with polysilicon leading with over a 4% increase, while the bond market experienced mixed results.

DAWEI

Puya semiconductor

Tengyuan Cobalt

Chengxin Lithium

AH Stocks Rise Together in Early Trading: ChiNext Up 1%, Storage Chips Surge, Hang Seng Tech Index Rises 1%, Tech and Internet Stocks Rebound, RMB Breaks Above 6.82

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As of the midday close on April 14, the Shanghai Composite Index rose 0.55%, the Shenzhen Component Index gained 1.36%, and the ChiNext Index climbed 2.13%. The computing power industry chain showed strong performance, with HONGBO and Lettall Electronic hitting the limit up. The memory chip sector also remained robust, as DAWEI hit the limit up and Biwin surged over 10%. Conversely, the photovoltaic sector declined, with Guosheng Technology and Bangjie Shares falling to the limit down. Morning trading volume reached 1.51 trillion yuan

Lettall Electronic

HONGBO

April 14 Midday Review: ChiNext Index Surges Over 2% in Half-Day Trading; Computing Power Industry Chain Explodes Again

Biwin(688525.SH)