From September 4 to 6, the 13th Semiconductor Equipment and Core Components and Materials Exhibition will be held at the Wuxi Taihu International Expo Center. This year's exhibition theme is "Strengthening China's Chip, Embracing the Chip World." Changjiang Securities believes that the global semiconductor industry continues to experience a destocking trend, combined with the potential for AI-related demand to activate terminal demand, macroeconomic recovery, and low industry inventory resonating to bring about a new round of growth. There are optimistic judgments that future opportunities exist for demand growth and replenishment to lead to simultaneous increases in volume and price, making the semiconductor industry worthy of attention in the medium to long term. According to statistics from Securities Times·Data Treasure, there are 6 semiconductor stocks with net profits exceeding 1 billion yuan in the first half of this year, namely Northern Huachuang, SMIC, OmniVision Technologies, Haiguang Information, Lattice Semiconductor, and Cambricon Technologies. From the perspective of future growth potential, based on the consensus forecast from more than five institutions, there are 62 semiconductor stocks expected to have a net profit growth rate exceeding 20% in the next two years. Among these 62 stocks, 18 have an upside potential of over 20% compared to the latest closing price and the consensus target price from institutions. The stocks with the highest upside potential include Wingtech Technology, Zhongke Bluetum, Goodix Technology, Huahai Qingtai, and Fengfan Technology