As 2025 draws to a close, several high-potential themes, including semiconductors and memory chips, have suddenly gained momentum. Many related stocks have either hit limit-ups or broken out in trending rallies, such as Kema Technology, Aisen Shares, and Jingzhida.
**How to Identify the Next High-Performing Semiconductor and Memory Chip Stocks?** The semiconductor sector has entered a strong uptrend, with memory chips showing particularly high elasticity. On December 24, the memory chip concept index rose over 2%, bringing its cumulative gain to 12% since the low-point reversal on November 24.
Leading stocks like Naura Technology Group Co.,Ltd. (002371) have repeatedly hit new highs, while others such as Kuake Intelligent (with exposure to memory chips and liquid cooling servers), Xinyuan Micro, and Lion Micro (recently logging multiple 10% daily gains) have also surged.
**Drivers Behind the Rally** The recent strength in semiconductors and memory chips stems from multiple catalysts, including industry tailwinds and event-driven momentum. Rising memory chip prices, fueled by AI demand, remain a key driver, with further hikes expected to sustain long-term sector growth.
Additional catalysts include breakthroughs in next-gen optical computing chips by Shanghai Jiao Tong University researchers and state-backed investments, such as the National Integrated Circuit Industry Investment Fund III’s acquisition of a 46% stake in a high-end PCB manufacturer.
**Expert Insights** Industry analyst Bian Huizong, who has long studied the semiconductor and memory chip supply chain, highlighted the sector’s cyclical recovery and domestic substitution potential. Earlier calls, such as the October recommendation to "focus on memory price hikes and volume-driven profit growth," have proven prescient. Case studies like Piotech Inc. (688072) and Skyverse Technology Co.,Ltd. (688361), which rallied from low bases, underscore his framework.
**Corporate Expansion in Memory Chips** Memory chips, a high-growth semiconductor segment, are benefiting from robust industry fundamentals. Ingenic Semiconductor Co.,Ltd. (300223) recently adjusted prices for some memory and computing chips, triggering a 13% intraday surge on December 24—a 2.5-year high.
Other firms, including Jiangfeng Electronics and Jingce Electronic, have also disclosed memory-related expansions across materials, equipment, design, and packaging. Many of these stocks have rallied sharply.
**Outlook** Institutions like CITIC Securities remain bullish, citing a "super cycle" in memory chips with supply shortages likely to persist. Contract prices are expected to keep rising or maintain gains through Q1 2026, benefiting companies closest to memory manufacturers.
*(Mentioned stocks are for illustrative purposes only, not recommendations.)*
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