All Winner Technology Co Ltd

Allwinner Technology released its 2026 half-year report. First-half net profit attributable to the parent was 490 million yuan, up 204.2% year on year. Operating revenue was 1.888 billion yuan, up 41.2% year on year. Net profit attributable to the parent after deducting non-recurring items was 455 million yuan, up 237.5% year on year. Net operating cash flow was 225 million yuan, up 64.6% year on year. Second-quarter net profit attributable to the parent was 287 million yuan, up 312.5% year on year. The company mainly develops and designs smart application processor SoCs, high-performance analog devices, and wireless connectivity chips, using a fabless model.

Allwinner Technology disclosed its 2026 interim report. In the first half, it achieved operating revenue of 1.888 billion yuan, up 41.23% year on year. Net profit attributable to shareholders of the listed company was 490 million yuan, up 204.17% year on year. Basic earnings per share were 0.49 yuan. The company said that during the reporting period, increases in product selling prices and mass production of new products caused operating revenue to rise year on year.

Allwinner Technology announced that it expects net profit attributable to the parent for the first half of 2026 to be between 475 million and 515 million yuan, representing a year-on-year increase of 194.73% to 219.55%. It expects deducted non-recurring profit to be between 435 million and 465 million yuan, up 222.46% to 244.70% year-on-year. The company said that in response to rising costs of upstream raw materials such as memory and packaging, it raised product selling prices, while actively expanding business across product lines and promoting mass production of new products. Operating revenue grew by around 40% year-on-year, driving the increase in net profit. During the reporting period, research and development expenses rose by more than 20% year-on-year.

Mid-year earnings previews from AI supply chain companies continue to roll out. A-share memory leader GigaDevice expects first-half net profit attributable to the parent of approximately 6.9 billion yuan, a year-on-year increase of about 1,099 percent, exceeding full-year forecasts from multiple brokerages. The company said the memory chip industry is experiencing tight supply, with both volume and prices rising, while microcontroller shipments also achieved solid growth. Additionally, fair value gains from securities investments increased significantly. Foxconn Industrial Internet expects first-half net profit attributable to the parent of 23.4 billion to 24.4 billion yuan, up 93 to 101 percent year-on-year, marking the first time half-year net profit has exceeded 20 billion yuan. AI server revenue surged over 230 percent year-on-year. Meanwhile, niche leaders such as Han's CNC, Dinglong, and Allwinner Technology also issued positive previews. However, Feilong Auto's liquid cooling business still accounts for a low share of revenue, and Suzhou Keda's new AI business remains in the investment phase, weighing on performance.