At its Sept. 22 H1 2026 results briefing, Shengong Co said quality firms in the semiconductor materials industry need internal development complemented by external expansion to accelerate growth. The company said it will consolidate its core business while actively exploring domestic and overseas industry cooperation, prioritizing asset quality and core-business synergies, and advancing external expansion in a steady, prudent manner.

Philadelphia Semiconductor Index (SOX) climbed to its highest level in over a month, up 1.6%.

CITIC Securities says T-Chain is advancing factory audits and ramping to mass production, with multiple suppliers reporting positive feedback; monitor major-customer product launches and mass-production progress as potential sector catalysts. Robot body manufacturers, which sell directly to end users, occupy higher-value positions in the value chain. Robotics firms are building multi-dimensional capabilities — "brain", "cerebellum", "body" — and expanding industrial and commercial deployments; shipments are scaling and application scope should broaden as robots generalize. The report calls physical AI the next wave and robots one of its prime physical carriers. Domestic and international catalysts are expected to persist; the firm recommends concentrating on premium segments of the value chain.