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Semi-Annual Report on the Chip Design Sector of the STAR Market: 64 Companies Achieved Positive Revenue Growth, 12 Turned a Profit
① There are 74 chip design companies listed on the STAR Market. Among them, 64 reported positive year-on-year revenue growth in the first half of 2026, and 12 turned a profit from previous losses. ② In terms of revenue scale, the top five companies in the first half of 2026 were Changxin Technology, Biwin Storage, Hygon Information, Cambricon, and SmartSens.
Gcore Micro (688728): High-pixel CIS shipments continue to grow.
High‑pixel products drove revenue growth, and operating cash flow reached a new high. In the first half of 2026, the company reported revenue of RMB 4.153 billion, up 14.20% year over year, primarily due to increased shipments of its high‑pixel chip products; total profit amounted to…
Gekewei (688728) 2026 H1 Report Commentary: Revenue Continues to Grow; Ongoing Advancement of High-Pixel CIS R&D
Gekewei released its 2026 interim report on August 27, 2026. Key takeaways: Revenue grew steadily, but profits were weighed down by foreign-exchange losses. In the first half of 2026, the company reported operating revenue of RMB 4.153 billion, up 1% year over year.
Bucking the Trend Amid Capacity Anxiety: GalaxyCore's Breakwater and Battering Ram
The global semiconductor market in 2026 is being profoundly disrupted by a butterfly effect triggered by AI. According to market sources, contract prices for memory chips surged by 88% to 93% quarter-on-quarter in the first quarter of 2026, while the share of memory chips in mobile phone bill of materials (BOM) costs jumped from the usual 10%-15% to 30%-40%. Apple, a consumer electronics giant, issued a rare warning that nearly its entire product line would see price increases by late June. The company stated that next-generation devices face significant upward pressure on overall BOM costs due to AI-driven capacity constraints and soaring raw material costs. Quotations for mature-node wafer foundry services continue to rise, with United Microelectronics Corporation (UMC),
Gcore Micro: Summary of the Semi-Annual Report for 2026 of Gcore Micro Co., Ltd.
Gcore Micro: Gcore Micro Co., Ltd. 2026 Semi-Annual Report