CITIC Securities: The electronics industry is expected to see a comprehensive improvement in performance in the second quarter of 2026.

According to a research report by CITIC Securities, the electronics industry is expected to see a comprehensive improvement in performance in the second quarter of 2026. Among them, memory and CCL, which are driven by price increases, will perform best. Companies related to AI, such as memory, PCB, and power supply, will continue to enjoy strong performance. In the area of self-reliance and control, the capacity utilization rate of Fab and packaging and testing will continue to improve, and the pace of price increases will be clear. The expected increase in the volume of semiconductor equipment and domestic computing power, along with the improvement in financial reports, are also continuing to unfold. In other areas, Apple and Huawei supply chains in consumer electronics will perform well, and IC design companies with integrated memory business and companies with their own new product release logic will perform even better.