中国GPU领导者寒武纪科技一季度营收同比增长160%至28.9亿元人民币，利润飙升185%至10亿元。公司将此归因于AI行业计算能力需求的持续涌现。MetaX也报告了GPU出货量显著增长带来的营收增加。
寒武纪科技周三在备案中披露，其一季度营收较上年同期跃升160%至28.9亿元人民币（4.23亿美元），利润则飙升185%至10亿元。该公司有时被称作中国“小Nvidia”，总部位于北京，并在上海上市。
公司将强劲增长归因于“AI行业计算能力需求的持续涌现”。上个月，寒武纪宣布计划向每10股派发15元人民币（2.20美元）现金股息，总额超过6.32亿元。此前，该公司2月份公布去年扭亏为盈，实现净利20亿元人民币，此前多年亏损。
MetaX由2020年美国芯片制造商Advanced Micro Devices前工程师创立，其营收增长归因于图形处理单元（GPU）出货量的显著增加。
中国芯片代工厂也受益于国家半导体自给自足努力，推动本土AI芯片渴求。
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Nvidia Corporation reported stronger-than-expected results for its fiscal fourth quarter of 2026, with revenue rising 73% year-over-year to $68.1 billion. The company's data center segment, fueled by products like Blackwell and NVLink, now accounts for over 90% of total revenue. Asian markets climbed for a fourth straight day, boosted by Nvidia's upbeat sales forecast.
Shanghai-listed Yuanjie Semiconductor Technology reported a 1,153% year-on-year jump in net profit for the three months ended March 31, reaching 179 million yuan (US$26.2 million), fueled by demand for laser chips in AI data centres. Revenue grew 321% to 355 million yuan. The company’s share price has risen elevenfold over the past year.
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Semiconductor Manufacturing International Corp (SMIC), China’s largest contract chipmaker, reported a 16.2 per cent revenue increase for 2025 but expects flat first-quarter revenue as declining low-end orders offset surging demand for AI chips. Net profit rose 39 per cent to US$685.1 million, though it fell short of analyst estimates.
Meta has struck a major deal with Nvidia to purchase millions of Blackwell and Rubin GPUs, marking a new phase in AI infrastructure. The partnership includes deploying Nvidia's Confidential Computing technology in WhatsApp to enable AI features while protecting user data. This expands on Meta's ambitious AI investments amid growing demand for integrated computing solutions.
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China's Zhengzhou core node has doubled its chips to 60,000 from 30,000 since early February trials, becoming the nation's most powerful scientific intelligent computing infrastructure, CCTV reported.
Meta is hiking prices on its Quest 3 and Quest 3S VR headsets by $50 to $100 (12-20%) starting April 19 due to a global surge in memory chip prices, exacerbated by massive AI infrastructure investments including its own. New prices: Quest 3S (128GB) $350, (256GB) $450; Quest 3 (512GB) $600. Refurbished units will also increase, but accessories remain unchanged.
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A Seeking Alpha analyst argues that Advanced Micro Devices (AMD) offers significant upside potential, driven by CPU growth and AI opportunities. The analysis highlights Intel's delays and AMD's strategic moves as key advantages. Published on March 16, 2026, the piece recommends a strong buy on AMD shares.