NuAxiSemiconductor trade intelligence

[News] China Memory Firms Ride AI Upcycle: Biwin 2025 Net Profit Surges 429% YoY; GigaDevice Leads HK Listings

What happened

Biwin's 2025 net profit surged 429% YoY to RMB 853M, driven by ePOP solutions for AI edge devices and a $1.5B long-term wafer supply agreement. GigaDevice's memory revenue grew 26.4% YoY to RMB 6.57B, benefiting from supply gaps in niche DRAM/SLC NAND as majors shift to HBM/DDR5. Bullish: Strong earnings and secured supply for module makers signal sustained demand strength in the AI memory upcycle.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

LPDDReMMCSLC NAND FlashDRAM

BiwinGigaDevice

earnings-beatlong-term-agreementAI-demand

Source and time

Source: TrendForce · 4/9/2026 · View original source

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[News] China Memory Firms Ride AI Upcycle: Biwin 2025 Net Profit Surges 429% YoY; GigaDevice Leads HK Listings

What happened

Impact and signal

Affected components and suppliers

Source and time

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