NuAxiSemiconductor trade intelligence

[News] China’s A-Share Semiconductor Profit Jumps 607% YoY in 1H26; CXMT Tops Both Revenue and Profit Rankings

What happened

China's A-share semiconductor sector saw net profit surge 607% YoY in 1H26, driven by a memory upcycle and AI demand. CXMT led with 873% YoY revenue growth, benefiting from tight global supply and mass production of its G5 DRAM platform. Bullish: High capacity utilization and strong earnings confirm continued supply constraints.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

DRAMLPDDR5X

CXMT SMICCECportLongsysBiwinGigaDevice

shortageprice-hikeearnings

Source and time

Source: TrendForce · 9/22/2026 · View original source

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[News] China’s A-Share Semiconductor Profit Jumps 607% YoY in 1H26; CXMT Tops Both Revenue and Profit Rankings

What happened

Impact and signal

Affected components and suppliers

Source and time

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