Semiconductors

SG Micro

SG Micro released FY2026 Q1 earnings on April 26 After-Market (BJT), actual revenue CNY 1.098 B (forecast CNY 996.4 M), actual EPS CNY 0.1975 (forecast CNY 0.25)

SG Micro to Release FY2026 Q1 Earnings on April 27 After-Market (BJT), Forecast Revenue CNY 996.4 M, EPS CNY 0.25

SG Micro released FY2025 Q4 earnings on March 27 (BJT), actual revenue CNY 1.097 B (forecast CNY 1.104 B), actual EPS CNY 0.3283 (forecast CNY 0.33)

SG Micro released FY2025 Annual Earnings on March 27 (BJT), actual revenue CNY 3.898 B (forecast CNY 3.912 B), actual EPS CNY 0.878 (forecast CNY 0.924)

SG Micro to release FY2025 earnings on March 28, 2026 (BJT), forecast revenue CNY 3.912 B, EPS CNY 0.924

SG Micro released FY2025 Q3 earnings on October 24 After-Market (BJT), actual revenue CNY 981.83 M (forecast CNY 1.099 B), actual EPS CNY 0.228 (forecast CNY 0.3208)

SG Micro released FY2025 9 Months Earnings on October 24 After-Market (BJT), Actual Revenue CNY 2.801 B, Actual EPS CNY 0.5492

SG Micro to release FY2025 Q3 earnings on October 25 After-Market BJT, forecast revenue CNY 1.099 B, EPS CNY 0.3208

SG Micro released FY2025 Q2 earnings on August 28 During-Market (BJT), actual revenue CNY 1.029 B (forecast CNY 1.015 B), actual EPS CNY 0.2247 (forecast CNY 0.2728)

SG Micro released FY2025 Semi-Annual earnings on August 28 During-Market (BJT), actual revenue CNY 1.819 B, actual EPS CNY 0.3221

SG Micro to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Shengbang Corporation Fully Holds the Newly Established Dalian Shengbang Microelectronics

Sageon ESG Rating Dropped from A to BBB

Shengbang Shares Announces Second Tranche of Stock Option Incentive Plan for 2025

Sageon Technology Announces Q1 2025 Financial Report

Sage Silicon Acquires New Patent Authorization

China Galaxy Securities Publishes Research Report on Shengbang Shares

Shengbang Shares Grants Initial Stock Option Incentive Plan

Ping An Securities Upgrades Shengbang Co., Ltd. to Buy Rating

Shengbang Shares Describes Its Sales Model and Supply Chain

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Chinese analogue chipmakers, including Novosense Microelectronics and SG Micro, are raising prices in line with global peers like Texas Instruments, with increases up to 85%. This price surge is attributed to rising costs of materials and increased demand driven by AI applications. Analysts suggest that this shift may benefit China's mature-node producers, as they ramp up capacity in response to the growing market. The demand for analogue chips is rising across various sectors, but supply struggles to keep pace due to slow capacity expansion and focus on advanced AI chips by leading foundries.

SCMP

Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Texas Instruments

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

Novosense

Chinese analogue chipmakers raise prices as mature-node producers poised to gain

300077

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300671

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CPO and other computing hardware stocks opened strong, with YOFC hitting the daily limit, T&S rising over 14%, and EverProX, HTGD, ZTT, and FiberHome among the top gainers. Semiconductor chip stocks continued to strengthen, with CHIPPACKING, CMS, Nations rising over 10%, and Fine Made, SM Micro, JIANGSU JIEJIE MICROELECTRONICS, Novosense, and SG Micro seeing gains of over 7%

- The A-share market saw a mixed performance, with increases in semiconductor and CPO stocks, while gold prices surged due to geopolitical tensions and a declining dollar.  
- The Hang Seng Index rose by over 1%, reaching a new high since 2021, driven by gains in tech stocks and strong performances in the gold and colored metals sectors.  
- Corning's significant contract with Meta for fiber cables supports the growth of AI data centers and reflects ongoing demand from major tech companies.

Wallstreetcn

NSING TECH

Fullgoal SSE Composite ETF

Fine Made

HTGD

Hang Seng Index

EverProX

SM Micro

Zijin Mining

SSE Index

FiberHome

China Southern Hang Seng ETF

Guotai SSE Composite ETF

ZHONGJIN GOLD

Abrdn Gold ETF Trust

Yinhua MSCI China A ETF

CHIPPACKING

ChinaAMC Gold ETF

Pro Ultr GLD

Invesco Db Precious Metals ETF

JIANGSU JIEJIE MICROELECTRONICS

SPDR Gold Shares

Abrdn Precious Metals Basket ETF Trust

Tianhong CSI Computer Theme ETF

YOFC

SD-GOLD

Meta Platforms

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

The Shanghai Composite Index fluctuated and rose, "Meta concept stocks" surged, the gold and silver sector saw widespread limit-ups, the Hang Seng Index rose over 1% to reach a nearly five-year high, and tech stocks rebounded

Semiconductor chip stocks continue to strengthen, with CHIPPACKING, CMS, and Nations rising over 10%, while Fine Made, SM Micro, JIANGSU JIEJIE MICROELECTRONICS, Novosense, and SG Micro among others rising over 7%

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China Galaxy Securities released a research report indicating that AI demand is strong, and it is expected that global CSP cloud service capital expenditure will grow by 24% in 2026, driving demand for computing power and storage chips. The energy storage industry is experiencing an upturn, leading to increased demand for power semiconductors. A-share simulation chip companies such as SG Micro, 3PEAK, and Naxinwei all achieved year-on-year revenue growth in Q3, with intense industry competition. NVIDIA's CEO stated that the next five quarters will bring sales of 500 billion yuan. Domestic semiconductor equipment demand is good, with NAURA's Q3 revenue exceeding 10 billion yuan

Zhitong

Semiconductor

NAURA

3PEAK

China Galaxy Securities: Strong AI Demand Expected to Bring Cycle Reversal for Power Semiconductors

According to the Zhitong Finance APP, SG Micro released its third-quarter report for 2025. The company's operating revenue for the first three quarters was 2.801 billion yuan, a year-on-year increase of 14.55%. The net profit attributable to shareholders of the listed company was 343 million yuan, a year-on-year increase of 20.47%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 231 million yuan, a year-on-year decrease of 7.06%. The basic earnings per share were 0.5564 yuan

SG Micro released its performance for the first three quarters, with a net profit attributable to the parent company of 343 million yuan, an increase of 20.47%

SG Micro announced that its revenue for the third quarter was 982 million yuan, a year-on-year increase of 13.06%; net profit was 142 million yuan, a year-on-year increase of 34.02%. Revenue for the first three quarters was 2.801 billion yuan, a year-on-year increase of 14.55%; net profit was 343 million yuan, a year-on-year increase of 20.47%

SG Micro: The net profit for the third quarter was 142 million yuan, a year-on-year increase of 34.02%

According to the Zhitong Finance APP, SG Micro announced that one of the concerted actors of the company's controlling shareholder, Mr. Lin Lin, plans to reduce his holdings in the company through block trades and centralized bidding transactions. The reduction period is from November 10, 2025, to February 9, 2026. The expected reduction amount will not exceed 7.8871 million shares, which is no more than 1.28% of the company's total share capital

SG Micro director Lin Lin plans to reduce holdings by no more than 1.28% of shares

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Citigroup's report pointed out that the US-China trade tensions have escalated again, with both sides implementing new trade restrictions, which may lead investors to seek safety by turning to localized concept stocks. Although Apple and the AI supply chain may not be affected, a pullback in the AI supply chain could provide a buying opportunity. Related concept stocks include ASMPT, OmniVision Technologies, SG Micro, JCET, KINGDEE INT'L, Q TECH, and Xiaomi-W

AASTOCKS

JCET

Q TECH

KINGDEE INT'L

"Big Banks" Citigroup: AI supply chain adjustments may provide buying opportunities

SOXL

According to the Qichacha APP, recently, Shanghai Yicunxin Semiconductor Co., Ltd. underwent a business change. The original shareholders, Changzhi Jinbole Automobile Trade and Auto Parts City Co., Ltd. and Hao Qingshan, exited, and SG Micro was added as a shareholder holding 77.54%. At the same time, the legal representative changed to Xu Qianjiang. According to its official website, Yicunxin Semiconductor is a chip design company focused on the research and development and sales of high-performance, high-reliability non-volatile memory, high-quality analog, and mixed-signal products

Direxion Semicon Bull 3X

SG Micro acquires approximately 77% equity in Yicunxin Semiconductor

SG Micro(300661.SZ)