In the first half of 2026, major Chinese semiconductor equipment and materials companies reported their financial results, revealing a robust demand in the semiconductor equipment market. Out of 13 companies, 12 experienced revenue growth, driven by the surge in AI computing power, expansion of wafer and packaging factories, and advancements in packaging technology. Notably, North Huachuang's revenue surpassed 20 billion yuan for the first time, while companies like Changchuan Technology and Jinhai Tong benefited from increased demand for AI chip testing, achieving significant profit growth.
The semiconductor materials sector also showed positive trends, with 11 out of 12 companies reporting revenue increases. The demand for materials such as target materials and silicon wafers surged due to the explosion in AI computing and storage needs. Companies like Lianang Micro and Youyan New Materials reported substantial profit improvements, with Lianang Micro turning a profit after two years of losses, driven by the rapid release of market demand for silicon wafers.
Looking ahead, the semiconductor industry is expected to continue evolving, with ongoing advancements in AI and high-performance computing driving further demand for both equipment and materials. No further timeline was disclosed at the time of publication.
Editor's Note
The semiconductor industry in China is experiencing significant growth, particularly driven by advancements in AI and high-performance computing. This trend is reshaping the competitive landscape, as companies adapt to increasing demand for both equipment and materials. The financial results from H1 2026 highlight the importance of innovation and market responsiveness in maintaining profitability amidst fluctuating prices and demand dynamics.
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