According to the Securities Times, against the backdrop of explosive growth in demand for AI computing power, the continued expansion of the global semiconductor equipment market, and the acceleration of the domestic substitution process, semiconductor equipment leader Zhongwei achieved operating income of about 6.691 billion yuan in the first half of the year, an increase of 34.89% year on year; realized net profit of about 2,825 billion yuan, an increase of 300.22% year on year; realized net profit after deducting non-return mother of about 1,123 billion yuan, an increase of 108.36% year on year. Its chairman and general manager explained that in order to meet the growing demand in the global semiconductor equipment market, the company will cover more than 60% of high-end semiconductor devices through independent development and epitaxial mergers and acquisitions over the next five years, and cover more than 70% of key equipment in the field of advanced packaging. Furthermore, judging from the industry situation, according to the mid-2026 forecast of the International Semiconductor Industry Association, the global semiconductor equipment market sales will grow by 23.2% in 2026 to reach 165.9 billion US dollars, and will reach a record high of 229.5 billion US dollars by 2028. According to enterprise survey data, as of August 20, there were 1,229,300 domestic semiconductor-related companies. The number of registrations of semiconductor-related companies has shown a significant growth trend in the past ten years. The number of registrations for the full year of 2025 increased 16.23% year-on-year to 232,500, a record high of registrations in the past ten years. Up to now, 136,700 semiconductor-related companies have been registered this year. In terms of inventory, judging from the operating time, the largest number of semiconductor-related companies have been established for 1-3 years, accounting for 27.94%. In terms of regional distribution, semiconductor-related companies are highly concentrated, mainly in South China and East China, accounting for 35.06% and 33.71% respectively.

According to the Securities Times, against the backdrop of explosive growth in demand for AI computing power, the continued expansion of the global semiconductor equipment market, and the acceleration of the domestic substitution process, semiconductor equipment leader Zhongwei achieved operating income of about 6.691 billion yuan in the first half of the year, an increase of 34.89% year on year; realized net profit of about 2,825 billion yuan, an increase of 300.22% year on year; realized net profit after deducting non-return mother of about 1,123 billion yuan, an increase of 108.36% year on year. Its chairman and general manager explained that in order to meet the growing demand in the global semiconductor equipment market, the company will cover more than 60% of high-end semiconductor devices through independent development and epitaxial mergers and acquisitions over the next five years, and cover more than 70% of key equipment in the field of advanced packaging. Furthermore, judging from the industry situation, according to the mid-2026 forecast of the International Semiconductor Industry Association, the global semiconductor equipment market sales will grow by 23.2% in 2026 to reach 165.9 billion US dollars, and will reach a record high of 229.5 billion US dollars by 2028. According to enterprise survey data, as of August 20, there were 1,229,300 domestic semiconductor-related companies. The number of registrations of semiconductor-related companies has shown a significant growth trend in the past ten years. The number of registrations for the full year of 2025 increased 16.23% year-on-year to 232,500, a record high of registrations in the past ten years. Up to now, 136,700 semiconductor-related companies have been registered this year. In terms of inventory, judging from the operating time, the largest number of semiconductor-related companies have been established for 1-3 years, accounting for 27.94%. In terms of regional distribution, semiconductor-related companies are highly concentrated, mainly in South China and East China, accounting for 35.06% and 33.71% respectively.