The latest disclosure of the build-up revealed that the company ' s second quarter earnings and net profits were higher than market expectations, with net profits increasing by 23.4 per cent over the same period. Against the backdrop of continued strong global demand for high-end AI chips, the world ' s largest crystal-turned plant continues to update its single-season performance record.

Both revenue and net gains are ahead of expectations.

In the three months of June, it had received N$127 trillion, which is more than the market expected N$126.4 trillion; net profit was N$706.566 billion, and significantly higher than the expected N$632.640 billion.

This was the fifth consecutive quarter in which a new net profit was achieved. Compared to the same period in the previous year, the company ' s revenue increased from N$93.379 billion to N$127 trillion, an increase of 36 per cent over the same period.

  • Receivable: N$127 trillion
  • Net profit: 70,656 billion new yuan
  • Net profit increase per year: 23.4 per cent

Advanced programming increased to 77%

The company disclosed that the share of advanced nano- and below-processes in the current season ' s revenue was 77 per cent. This means that high performance calculations and AI-related chips remain the main support for the growth of the current cycle of power generation.

As the share of advanced production processes continues to increase, the revenue structure of the generation of electricity is further concentrated in high-value-added products. This trend echoes recent sales data released in June, indicating that corporate demand remains strong at the end of the quarter.

AI Client demand continues to support growth

The CNBC report mentions that the current season has been characterized by a continuation of the previous strong growth momentum, which was dominated by the continued procurement of AI chips by global technology companies. The clients concerned include Nvidia, Apple and Moto.

As one of the highest-market companies in Asia, the generation remains at the heart of the AI infrastructure expansion cycle. Its performance was higher than expected and also reflected the fact that the level of the high-end chip manufacturing chain had not significantly slowed.

Additional information:According to the company, 7 nanometers and below already account for more than three quarters of the revenue of the round, indicating that the current round ' s growth is mainly from high-end process products rather than from full average expansion.