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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Following January's sharp sales decline in China, Tesla reported a 91% year-over-year surge in China-made vehicle sales for February, reaching 58,600 units—the fourth consecutive monthly rise. This offsets ongoing 2025 global delivery weakness (down 9% to 1,636,129 vehicles) and soft demand in the U.S. and Europe. Tesla is committing over $20 billion to AI, humanoid robots, and autonomy, including the new Digital Optimus project.
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.
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The output of China's core artificial intelligence industry exceeded 1.2 trillion yuan ($165 billion) in 2025, with more than 6,200 companies operating in the field, said Li Lecheng, head of the Ministry of Industry and Information Technology. The remarks came after the opening meeting of the fourth session of the 14th National People's Congress in Beijing on Thursday.
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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China’s tech giants, including ByteDance, Baidu, Alibaba Cloud and MiniMax, are actively recruiting fresh talent in AI and semiconductors in the US. This overseas hiring spree highlights their ambitions to build up skilled workforces in AI systems development and semiconductor design amid intensifying competition in their home market.
A Xiaomi executive warned on an earnings call that memory prices surging 'beyond imagination' are drawing smartphone makers into a long-term price-raising cycle, after which some players may suffer significant losses or even closure. The company reported a 27 percent year-on-year drop in fourth-quarter net profit.
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Super Micro Computer's stock fell more than 30% after US authorities charged employees, including a co-founder, with smuggling AI chips to China. The Department of Justice findings support the company's compliance and internal controls, with no charges against Super Micro itself. The incident involved an estimated $2.5 billion in smuggled sales, about 10% of the firm's FY25 revenue.