Jiangbo Long anticipates that its net profit for the first half of 2026 will range from RMB 9.2 billion to RMB 11 billion, indicating a substantial year-on-year leap of 62,204% to 74,394%. During the reporting period, the global semiconductor memory industry witnessed a recovery, prompting the company to renew supply agreements with several memory wafer manufacturers, thereby securing a stable supply. Simultaneously, by capitalizing on its in-house developed chips, software architecture, and advanced packaging and testing capabilities, the company successfully met the burgeoning demand for edge AI storage. Following collaborative optimization efforts with AMD, the DRAM usage in edge AI products was slashed by approximately 40%. For the second quarter, the company projects a net profit between RMB 5.338 billion and RMB 7.138 billion, reflecting a quarter-on-quarter growth of 38% to 84%.
