Inspur

Headlines · 4

1. 2d
   Compal chases AI servers: revenue share seen at 10% this year, 30-40% by 2027

   TechNews, citing a Jing Weekly report, writes that Compal — once seen as an "AI server outsider" — is trying to catch up fast. Servers accounted for only about 2% of its revenue in 2025, but that is forecast to reach roughly 10% this year; with NT$4.03 billion spent on a Daxi plant in Taoyuan plus added capacity in Texas and Vietnam, the company aims to reach 30–40% by 2027. Chairman Chen Jui-tsung, who in 2024 set a goal of a top-three AI server position, now says the near-term target is to reach the industry's middle tier, with current AI server revenue coming mainly from GPU-buying neoclouds; he said large cloud service provider orders could start ramping in late Q4 this year or early next year.

   科技新报 · 🔥 0
2. 4d
   Zhongxingwei launches PCIe 6.0 switch reported as China's first domestic

   According to 36Kr and Zhidx, Wuxi interconnect-chip maker Zhongxingwei used its first brand and full-stack product launch to show 12 mass-produced chips and introduce three new products: a PCIe 6.0 Switch, an 800G multi-protocol AI NIC and a multi-mode RAID chip. Zhidx reported that the C82-4G is China's first domestic PCIe 6.0 switch, supporting up to 144 lanes at 64 GT/s per lane, while the 800G NIC integrates a 48-lane PCIe Gen6 switch and supports both InfiniBand and RoCE. Zhongxingwei said its RAID product's read performance was on par with Broadcom's solution and that, in a 16-drive RAID5, 256KiB sequential-write test, its write bandwidth was up to 47% higher; it also said cumulative shipments exceed 800,000 chips. The performance and shipment figures are vendor disclosures.

   智东西 · 🔥 0
3. 6d
   Inspur forecasts Q3 net profit up 156%–177% on AI server demand

   Inspur (Inspur Electronic Information) issued a preliminary earnings forecast for the first three quarters of 2026, projecting attributable net profit of RMB 3.8–4.1 billion, up 156.4%–176.64% year over year, and non-recurring net profit of RMB 3.31–3.61 billion, up 147.88%–170.37%. Basic earnings per share are estimated at RMB 2.5877–2.792. The company attributed the growth to rapid development of the AI industry and strong server demand, along with an expanded product lineup and higher product value added. Inspur noted the figures are preliminary internal estimates, not pre-audited by an accounting firm, and that full details will appear in its Q3 report.

   IT之家 AI · 🔥 0
4. Oct 10
   Tencent-backed AI storage vendor XSKY refiles for Hong Kong IPO

   Chinese enterprise AI storage provider XSKY (Beijing Xingchen Tianhe) has updated its prospectus for a second attempt at a Hong Kong main-board listing, after eight funding rounds whose investors include Tencent, Boyu Capital, Qiming Venture Partners and Redpoint China; its post-F+ round valuation was about RMB 4.58 billion. The filing shows the company only turned profitable in 2025, with RMB 7.137 million of profit and just RMB 307,000 in the first half of 2026, while appliance gross margin fell from 25.5% to 18.9%, R&D spending dropped from 65.9% to 22.3% of revenue, and operating cash flow stayed negative. XSKY ranked second in China's distributed AI storage market with a 10.6% share by 2025 installed base, but founders Xu Xin and Wang Haomai face share-redemption obligations if the listing fails.

   钛媒体 · 🔥 0

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