Both leading wafer companies will release their earnings this week. SMIC is scheduled to release its financial report on February 10, while Huahong Semiconductor will do so on February 12. According to an announcement by SMIC, its total operating revenue for the fourth quarter of 2025 reached 17.813 billion yuan, representing a year-on-year increase of 11.9%, with a net profit of 1.223 billion yuan, up 23.2% year-on-year. Caitong Securities noted that driven by the rapid growth in AI computing power demand, the global wafer foundry industry continues to thrive. Market attention is focused on whether the performance of these two companies can exceed expectations and on the growth potential of the industry.