Overview
- - NXP reported Q1 revenue of $3.181 billion with GAAP net profit up 129% to $1.122 billion, and guided Q2 sales to $3.35–$3.55 billion, which points to broad strength in automotive, industrial, and compute chips.
- - Foxconn Industrial Internet said revenue rose 56% to 2510.78 billion yuan and net profit doubled to 105.95 billion yuan, driven by AI hardware with GPU server cabinets up 3.8 times and 800G switches up 1.6 times.
- - Longsys posted revenue of 99.09 billion yuan and net profit of 38.62 billion yuan, a 2,644% jump, helped by UFS 4.1 phone storage ramp, custom in‑car AI storage, and renewed long‑term supply deals, though operating cash flow turned negative.
- - Montage Technology’s net profit rose 61% to 847 million yuan as sales of DDR5 RCD chips and new interconnect parts such as PCIe retimers and CXL controllers grew with AI server deployments.
- - The split was stark, as Longi Green Energy lost 1.9199 billion yuan on an 18% revenue drop and BYD Electronics’ profit fell 96% to 27.83 million yuan due to currency losses and a weaker product mix.