Institutions Predict A-Share Semiconductor Companies' Revenue to Surpass 1 Trillion Yuan in 2026

Global semiconductor sentiment continues to rise, with domestic industry orders being released in dense clusters. Shengmei Shanghai recently disclosed that its total order backlog reached 17.073 billion yuan, while multiple A-share semiconductor companies have also revealed their order situations. The concentrated implementation of orders and progress in industrial cooperation are having a significant positive impact on the performance of relevant listed companies, making the high sentiment in the semiconductor industry evident. Looking at the market size of the A-share semiconductor industry, the total revenue of 188 semiconductor companies exceeded 780 billion yuan in 2025, representing a year-on-year growth of 18.81%. According to consistent institutional forecasts, the total revenue of semiconductor industry companies is expected to break through the 1 trillion yuan mark in 2026.