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半导体最新8大核心龙头股分析,一篇文章了解清楚
Xin Lang Cai Jing·2025-08-24 01:02

Group 1: Semiconductor Industry Overview - Semiconductor is a material that has electrical conductivity between metals (conductors) and non-metals (insulators) [1] - The industry includes various applications such as network communication, mobile terminals, high-performance computing, automotive electronics, big data storage, artificial intelligence, and the Internet of Things [1] Group 2: Changdian Technology - Changdian Technology is the world's third-largest and China's largest chip packaging and testing leader, covering a wide range of integrated circuit packaging [1] - In 2024, the company achieved an operating revenue of 35.962 billion, a year-on-year increase of 21.24%, with a five-year compound growth rate of 7.97% [3] Group 3: Gigadevice - Gigadevice is a leading enterprise in the semiconductor memory field, primarily focusing on flash memory chips [5] - The company reported an operating revenue of 7.356 billion in 2024, reflecting a year-on-year growth of 27.69% and a five-year compound growth rate of 13.09% [7] Group 4: Lattice Semiconductor - Lattice Semiconductor focuses on providing high-performance, low-power chip solutions for cloud computing and artificial intelligence [9] - The company achieved an operating revenue of 3.639 billion in 2024, with a significant year-on-year increase of 59.2% and a five-year compound growth rate of 18.85% [12] Group 5: Chip Source Micro - Chip Source Micro specializes in semiconductor equipment and process solutions [14] - The company reported an operating revenue of 1.754 billion in 2024, a slight year-on-year increase of 2.13%, with a remarkable five-year compound growth rate of 51.96% [14] Group 6: JH Micro - JH Micro operates as a virtual IDM focusing on analog integrated circuit design [17] - The company achieved an operating revenue of 1.679 billion in the past year, marking a year-on-year growth of 29.46% and a five-year compound growth rate of 42.55% [19] Group 7: Cambricon - Cambricon specializes in the research, design, and sales of AI core chips for various computing devices [21] - The company reported an operating revenue of 1.174 billion in 2024, with a year-on-year increase of 65.56% and a five-year compound growth rate of 26.48% [23] Group 8: Jingjia Micro - Jingjia Micro is a supplier of core modules and system products for specialized radar [25] - The company experienced a decline in operating revenue to 0.466 billion in 2024, a year-on-year decrease of 34.62%, with a five-year compound growth rate of -8.1% [27] Group 9: Zhaoxin Micro - Zhaoxin Micro is a domestic leader in RF chips, offering a full product line for RF front-end solutions [29] - The company achieved an operating revenue of 4.487 billion in 2024, reflecting a year-on-year growth of 2.48% and a five-year compound growth rate of 12.59% [32]