The "cornerstone" chip prices surge, and the semiconductor material market outlook is worth looking forward to

People’s Financial News, April 8 — Semiconductor target materials are hailed as the “cornerstone” of chips because they play an irreplaceable core role in the chip manufacturing process, serving as the key materials for conducting electricity, interconnection, and functional integration of chips.
In the first quarter of 2026, electronic target material companies have generally started raising prices, with the prices of conventional target materials increasing by 20%, and special small metal target materials rising by 60% to 70%.
In the A-share market, only three companies have target materials in their main product names: Jiangfeng Electronics, Ashi Chuang, and Oulai New Materials.
The prosperity of the semiconductor materials industry is also worth expecting.
According to data from Securities Times and Data Treasure, there are 25 stocks in the semiconductor materials industry in the A-share market.
Among them, institutional consensus predicts that Lian Micro’s net profit growth in 2026 will exceed 12 times, ranking first.
Additionally, stocks such as Helin Weina, Oulai New Materials, and Huahai Chengke are all expected to have net profit growth rates exceeding 100% in 2026.
Since the beginning of this year, nearly half of the stocks have seen their prices rise, with Oulai New Materials and Jiangfeng Electronics both increasing by over 60% cumulatively.