上海上市的元捷半导体技术公司公布，截至3月31日的三个月净利同比飙升1153%至1.79亿元人民币，受AI数据中心激光芯片需求推动。营收同比增长321%至3.55亿元。该公司股价过去一年上涨11倍，成为中国最贵股票之一。
元捷半导体技术公司在周一的交易所备案中披露，截至3月31日的第一季度净利同比跃升1153%，达到1.79亿元人民币（2620万美元）。同期营收增长321%至3.55亿元。
该公司成立于2013年，总部位于中国西北陕西省，主要生产用于AI数据中心等应用的激光芯片。中国推动科技自立以及AI需求的增长支撑了其业绩。
元捷的股价过去一年上涨11倍，周一收于1418元人民币，超过白酒制造商贵州茅台，成为中国最贵的股票。其市值达1218亿元人民币，但远低于寒武纪科技的5721亿元人民币。
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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
China's GPU leaders Cambricon and MetaX reported strong first-quarter results driven by demand for local AI chips. Cambricon's revenue jumped 160 per cent year-on-year to 2.89 billion yuan (US$423 million), with profit soaring 185 per cent to 1 billion yuan. The Beijing-based firm attributed the growth to a 'sustained surge in the AI industry’s computing power demand'.
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Alibaba released its first-quarter results for the period ended March 31, missing revenue targets but showing robust expansion in artificial intelligence services. The company highlighted continued momentum in its cloud business driven by AI demand.
Hangzhou-based Unitree Robotics has filed for an IPO on Shanghai’s Star Market, aiming to raise 4.2 billion yuan (US$610 million) amid surging interest in embodied AI. The company’s revenue jumped 335 per cent last year to 1.71 billion yuan, with adjusted net profit rising nearly eight times to 600 million yuan.
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Dell Technologies reported robust results that drove its stock up more than 30 percent. The company raised its fiscal 2027 revenue guidance by 27 billion dollars and nearly 5 dollars in earnings per share. Artificial intelligence server revenue jumped 757 percent year over year.