News
Chinese memory sector projects massive profit growth and capital expansion for 2025
Monday, February 2, 2026 at 01:44 AM
Thirteen Chinese A-share memory companies forecast triple-digit profit growth for 2025, driven by rising memory prices and AI demand. Biwin Storage Technology projects revenue up to 12 billion RMB, while Longsys anticipates profits between 1.25 and 1.55 billion RMB alongside a 3.7 billion RMB investment in controller design and SiP packaging. Shenzhen Techwin Semi and Puya Semiconductor are also expanding, with Puya acquiring a stake in Noa Changtian Storage to gain indirect control over 2D NAND assets formerly owned by SK hynix. Additionally, Cmsemicon and Goke Microelectronics have implemented price hikes for MCU, NOR flash, and KGD packages ranging from 15% to 80%.
Context
The Chinese memory sector is projecting massive growth for 2025, with 13 A-share firms forecasting triple-digit profit gains. Driven by the AI boom and rising global prices, mid-tier players are following the success of giants like Samsung, SK Hynix, and Micron. BIWIN Storage Technology expects profits to soar up to 520%, while Longsys and Techwinsemi anticipate increases of 210.8% and 128% respectively. This surge is fueled by aggressive expansion into edge AI storage and a strategic shift toward higher-margin domestic components.
Strategic capital raises and price hikes are defining this cycle. Longsys is seeking 3.7 billion RMB for R&D and packaging, while Techwinsemi plans a 3.2 billion RMB private placement for capacity scaling. Additionally, Cmsemicon and Goke Microelectronics have announced price increases of up to 80% on key products. These moves, alongside Puya Semiconductor’s acquisition of SK Hynix-related assets, signal a concerted effort by the Chinese supply chain to solidify its position.
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