Dongyue Silicon Material
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- AI hardware Q3 pre-announcements: profits start to land
Several China-listed AI hardware suppliers issued unaudited Q3 earnings pre-announcements: Amlogic guided to RMB 1.26–1.31bn net profit for the first three quarters (up 80.58%–87.74% YoY), while Kinwong expects Q3 net profit of RMB 912m–1.089bn (up 205.46%–264.74% YoY), citing faster volume shipments of high-performance PCBs for high-speed communications and AI data infrastructure. Server-leasing firm Xingyun Technology expects RMB 240m–290m net profit versus a RMB 72.3m loss a year earlier, attributing it to strong AI compute infrastructure demand and rental revenue starting in August. Guanghe Technology and Benchuan Intelligent also tied growth to compute PCB demand and richer product mixes, while Dongyue Silicon Material said its own huge percentage gain reflects an incomparable low base after a 2025 fire.
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