[Agency predicts that the revenue of A-share semiconductor companies in 2026 is expected to exceed 1 trillion yuan] October 9th, the global semiconductor boom continues to heat up, and domestic industry chain orders are intensively released. Shengmei Shanghai recently disclosed that its total orders on hand reached 17.073 billion yuan, and a number of A-share semiconductor companies also announced their order status. The intensive implementation of orders and progress in industrial cooperation have a significant positive effect on the performance of relevant listed companies. The high prosperity of the semiconductor industry is self-evident. Judging from the market size of the A-share semiconductor industry, the total revenue of 188 semiconductor companies in 2025 will exceed 780 billion yuan, a year-on-year increase of 18.81%. According to consensus forecasts by institutions, the total revenue of semiconductor industry companies is expected to exceed the 1 trillion yuan mark in 2026. According to statistics, among the above-mentioned 188 semiconductor companies, institutions have made forecasts for the performance of 146 companies. The institutions unanimously predict that the total revenue of the above-mentioned 146 semiconductor companies will reach 1.24 trillion yuan in 2026. Based on comparable statistics, the year-on-year growth is expected to exceed 70%, reaching a phased peak. (Securities Times)