National Bureau of Statistics chief statistician Yu Weining said accelerated AI
integration across sectors drove a sharp rise in compute demand in 1H, pushing
electronics sector profits up 96.9% YoY and adding 8.5 percentage points to
profit growth at industrial firms above designated size, a key support for
faster overall industrial profit growth. Subsector details: server/HPC-related —
computer system manufacturing +689.3% YoY, computer peripheral manufacturing
+305.8%; electronic devices — integrated circuit manufacturing +2,579.5%,
semiconductor discrete device manufacturing +31.2%; electronic components and
specialized materials — electronic special materials manufacturing +209.7%,
electronic circuit manufacturing +26.9%.
