[News] China’s Memory Sector Booms: 13 A-Share Firms Project Triple-Digit Profit Growth in 2025

As global heavyweights Samsung, SK hynix and Micron cash in on surging prices driven by the AI boom, China’s smaller memory players are also catching the upcycle. According to Sina, as of January 29, 52 A-share memory-related companies had released their 2025 earnings forecasts, with 13 of them projecting net profit growth of more than 100%.

Sina reports that among A-share memory companies that have issued 2025 earnings forecasts, 31 project year-over-year growth in net profit attributable to shareholders, with rising memory prices cited as the core driver behind the profit surge.

While giants like YMTC and CXMT remain unlisted, BIWIN Storage Technology—maker of SSDs, DRAM, and memory cards—stands out as a landmark firm. According to 21st Century Business Herald, it expects 2025 revenue of RMB 10–12 billion and net profit of RMB 850 million–1 billion, both marking record highs, representing year-over-year growth of 49.4%–79.2% in revenue and 427%–520% in net profit.

Meanwhile, China Securities Journal reports that Shenzhen Techwinsemi Tech projects RMB 10.3–11.3 billion in revenue (+116%–137% YoY) and RMB 650–800 million in net profit (+85%–128% YoY). Q4 net profit alone is expected at RMB 677–827 million, soaring over 1,050% YoY and 645% QoQ.

On the other hand, Longsys, which focuses on the R&D, design and sales of flash memory and DRAM, expects 2025 revenue of RMB 22.5–23 billion and net profit of RMB 1.25–1.55 billion (+150.7%–210.8% YoY). Notably, the company returned to profit in 1H25 and Q4 adjusted net profit is projected at RMB 650–870 million, according to the report.

Price Surge and Expansion Moves

In addition to posting robust growth, major Chinese memory players are riding the wave of rising prices with aggressive expansion. As noted by Sina, Longsys has shipped custom edge AI storage products to top-tier clients and rolled out wafer-level SiP mSSD solutions, quickly gaining adoption among leading PC makers. The company also announced a RMB 3.7 billion fundraising plan to boost investments in storage application tech, NAND Flash controller design, and chip packaging/testing, aiming to sustain strong profitability, the report adds.

The report also highlights that other move from Chinese memory firms. Shenzhen Techwinsemi Tech plans a late-2025 private placement to raise up to RMB 3.2 billion for SSD and DRAM expansion. Meanwhile, Puya Semiconductor is piecing together its memory lineup, acquiring 31% of Noah Changtian Storage Technology for RMB 144 million to gain indirect control of SHM, the company that inherited SK hynix’s divested 2D NAND business, further broadening its product portfolio.

Meanwhile, as previously reported by Cailian Press, Cmsemicon and Goke Microelectronics have rolled out price hikes, with Cmsemicon raising prices 15%–50% on MCUs and NOR Flash, effective immediately.

Goke Microelectronics has also notified customers of upcoming price increases starting January 2026. The report adds that under the plan, 512Mb KGD (known-good die) packages will rise 40%, 1Gb KGD packages 60%, and 2Gb KGD packages 80%, with DDR-based products priced separately.

Read more

• [News] China’s Cmsemicon Lifts MCU, NOR Flash Prices by 15–50%; Goke Eyes Hikes of Up to 80%
• [News] SMIC Reportedly Raises Prices by 10%, Memory Products Lead the Way

(Photo credit: Shenzhen Techwinsemi Tech)