The global semiconductor boom continues to heat up, and domestic industrial chain orders are being released intensively. Shengmei Shanghai recently revealed that the total number of orders in hand reached 17.073 billion yuan, and several A-share semiconductor companies also announced the order status. Intensive delivery of orders and progress in industrial cooperation have clearly had a positive effect on the performance of relevant listed companies. The boom in the semiconductor industry is self-evident. Judging from the market size of the A-share semiconductor industry, the total revenue of 188 semiconductor companies in 2025 exceeded 780 billion yuan, an increase of 18.81% over the previous year. According to the agency's unanimous forecast, the total revenue of semiconductor industry companies is expected to break the 1 trillion yuan mark in 2026. According to data treasure statistics, of the 188 semiconductor companies mentioned above, the agency predicted the performance of 146 companies, and the agency unanimously predicted that the total revenue of the 146 semiconductor companies mentioned above would reach 1.24 trillion yuan in 2026. According to comparable statistics, the year-on-year increase is expected to exceed 70%, a phased peak.

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