Core Viewpoint - The semiconductor industry is experiencing a structural recovery, leading to a rebound in profitability for the analog chip sector, which had previously faced intense competition [1] Industry Summary - In the first half of 2025, the A-share semiconductor industry (Shenwan) is projected to achieve operating revenue of 321.2 billion yuan and a net profit attributable to the parent company of nearly 24.5 billion yuan, representing a year-on-year growth of approximately 30% [1] - In the second quarter, the net profit attributable to the parent company in the analog chip sector increased by about four times quarter-on-quarter, outpacing growth in other sub-sectors [1] - Many companies within the analog chip sector have significantly turned losses into profits year-on-year [1]
模拟芯片板块盈利迎来反弹 二季度净利润环比增约4倍
Zheng Quan Shi Bao Wang·2025-09-05 08:48