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)