Semiconductors

CMS released FY2026 Q1 earnings on April 23 After-Market (BJT), actual revenue CNY 325.18 M, actual EPS CNY 0.13

CMS to Release FY2026 Q1 Earnings Report on April 24 After-Market BJT

CMS to Release FY2025 Earnings Report on March 20, 2026, Pre-Market BJT

CMS released FY2025 Annual Earnings on February 24 Pre-Market (BJT), actual revenue CNY 1.122 B, actual EPS CNY 0.7099

CMS released FY2025 Q4 earnings on February 24 Pre-Market (BJT), actual revenue CNY 349.14 M, actual EPS CNY 0.3329

CMS released FY2025 9 Months Earnings on October 28 After-Market (BJT), actual revenue CNY 773.01 M, actual EPS CNY 0.377

CMS released FY2025 Q3 earnings on October 28 After-Market (BJT), actual revenue CNY 269.05 M, actual EPS CNY 0.1581

CMS to Release FY2025 Q3 Earnings on October 29 After-Market (BJT)

CMS released FY2025 Q2 earnings on August 29 After-Market (BJT), actual revenue CNY 297.46 M, actual EPS CNY 0.1289

CMS released FY2025 Semi-Annual earnings on August 29 After-Market (BJT), actual revenue CNY 503.96 M, actual EPS CNY 0.22

CMS to release FY2025 Semi-Annual earnings report on August 30, 2025 (BJT)

Zhongwei Semiconductor Receives BB ESG Rating

Zhongwei Semiconductor's Automotive Chips Continuously Scaling Up

Zhongwei Semiconductor Reports Significant Increase in Q1 Gross Margin

Zhongwei Semiconductor Reports Significant Growth in Brushless Motor Driver Control Chips

Zhongwei Semiconductor Reports Q1 2025 Revenue and Net Profit Growth

CMS released FY2025 Q1 earnings on April 25 After-Market (BJT), actual revenue CNY 206.5 M, actual EPS CNY 0.09

CMS to Release FY2025 Q1 Earnings Report on April 26 After-Market BJT

Zhongwei Semiconductor Holds 2025 Earnings Presentation to Analyze Gross Margin and Revenue Structure

Zhongwei Semiconductor 2024 Annual Report Disclosure, Revenue of 912 Million Yuan, Proposed Cash Dividend of 2.50 Yuan per 10 Shares

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Zhongwei Semiconductor has launched a 32 Mbit SPI NOR Flash chip, expanding its storage product line. However, the product has not yet made sales, raising concerns about market promotion and customer acquisition. The competitive NOR Flash market poses risks to profitability, and investment in new products may detract from traditional research, weakening established product competitiveness. There are uncertainties regarding market acceptance and potential revenue fluctuations due to the cyclical nature of storage products.

CoinLive

New SPI NOR Flash Chip Released by Zhongwei Semiconductor

In the first quarter of 2026, CMS's revenue grew by nearly 60%, while net profit attributable to shareholders reached 51.25 million yuan, a year-on-year increase of 48.89%. Driven by tight upstream wafer capacity, the company shipped approximately 1.2 billion units in the quarter, up about 38% year-on-year. With product prices rising concurrently, gross margin climbed to 38%

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AMEC

CETC

CMS Q1 Revenue Surges 57.47% Year-on-Year, Net Profit Rises 48.89%, Shipments Exceed 1.2 Billion Units | Financial Report Insights

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36Kr learned that high-end industrial laser equipment manufacturer "AMEC" recently completed several thousand yuan in angel round financing. This round of financing was exclusively invested by Dongfang Fuhai, with Huajun Capital serving as the long-term exclusive strategic financial advisor. The funds raised will primarily be used for research and development investment and team building

36Kr

Guotai CSI Computer Theme ETF

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Tianhong CSI Computer Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC Guozheng Semiconductor Chip ETF

KETOP

"AMEC" completes thousands of yuan angel round financing

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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

Raytron

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

CMS released a performance report, expecting a net profit of 285 million yuan in 2025, a year-on-year increase of 108.05%; total operating revenue is expected to be 1.122 billion yuan, a year-on-year increase of 23.09%. Benefiting from continuous R&D investment and the layout of high-end application products, the company's automotive-grade chips and industrial control chips have seen rapid growth in shipments, with automotive-grade chip shipments increasing by over 6.5 million units year-on-year, an increase of approximately 73%

CMS: Net profit of 285 million yuan in 2025, a year-on-year increase of 108.05%

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Computing hardware stocks rebounded, with CPO, optical chips, and other sectors rising. Among them, RoboTechnik rose 17%, EverProX, AFR, and TFC rose over 7%, while T&S, LINKTEL TECHNOLOGIES, TACLINK, and Tongyu rose 6%. In the early trading session, the storage chip concept warmed up, with CMS rising over 10%, and ZBIT SEMICONDUCTOR, Netac, Sunlord Electronics, Puya semiconductor, and Ingenic following suit

- As of February 3, A-shares opened higher, with the three major indices rising, led by gains in computing hardware stocks and CPO sectors.  
- The gold sector continued to adjust downwards, while the storage chip concept showed recovery, with U.S. stocks like SanDisk and Western Digital experiencing significant gains.  
- In the futures market, domestic commodities saw mixed performance, with silver and tin contracts falling, while lithium carbonate and palladium saw notable increases.

RoboTechnik

ZBIT SEMICONDUCTOR

Tongyu

EverProX

Ingenic

Netac

Sunlord Electronics

LINKTEL TECHNOLOGIES

TACLINK

Puya semiconductor

The ChiNext rose by 2%, computing hardware stocks rebounded, CPO surged, the Hang Seng Index turned negative, tech stocks continued to adjust, and silver in Shanghai plummeted over 15%

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The three major stock indices opened higher, with the SSE Index rising 0.7%, the Shenzhen Index rising 1.18%, and the ChiNext rising 1.65%. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

SSE Index

Shenzhen Index

ChiNext

The three major A-share indices opened higher collectively

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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.

NSING TECH

Fullgoal SSE Composite ETF

Fine Made

HTGD

Hang Seng Index

SM Micro

Zijin Mining

FiberHome

China Southern Hang Seng ETF

Guotai SSE Composite ETF

SG Micro

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

YOFC

SD-GOLD

Meta Platforms

Novosense

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

CMS(688380.SH)