➀ Despite US sanctions, Chinese semiconductor companies have reported significant revenue growth, with 40 out of 68 companies seeing revenue increases of over 50% in the first half of the year. ➁ The semiconductor sector has benefited from a rebound in the global consumer electronics market, with China playing a crucial role in the industry's recovery. ➂ China's semiconductor industry has expanded its production capacity, particularly in mature processes, leading to a surge in exports to Southeast Asian markets. ➃ The industry is expected to maintain an upward trend through 2025, driven by technological innovation, market demand rebound, and policy support.