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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SK hynix reported record Q1 sales of 52.58 trillion won and operating profit of 37.61 trillion won ($25.42 billion) on Thursday. The figures marked year-on-year increases of 198 percent in sales and 405.5 percent in operating profit, driven by strong AI infrastructure demand. Net profit also hit a record 40.34 trillion won ($27.3 billion).
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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Advanced Micro Devices posted first-quarter results that topped expectations, with revenue climbing 38 percent on robust server chip sales tied to artificial intelligence.
Victory Giant Technology, a supplier to Nvidia, kicked off bookbuilding in Hong Kong on Monday for an initial public offering aiming to raise up to HK$17.49 billion (US$2.2 billion). The move highlights surging demand for printed circuit boards fueled by AI data centres. Analysts forecast sector growth to persist for one to two years.
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Shenzhen-based EngineAI is leveraging Hong Kong as a springboard for global expansion, planning a local listing this year while using its computing power to enter the North American market. The company's robots have been bought by Mideast firms and require cloud-based computing accessible from anywhere.