On July 22, Ami Microelectronics revealed its forecast, projecting revenue of approximately RMB 726 million for the first half of 2026. This figure signifies a notable year-on-year surge of approximately 44.06%. Moreover, the net profit attributable to the parent company is anticipated to reach approximately RMB 165 million, marking an impressive increase of around 90.82% compared to the same period last year. The remarkable performance growth can be primarily ascribed to the soaring global demand for AI and computing power. This surge has not only placed a strain on MCU production capacity but has also spurred a heightened demand for MCUs. Furthermore, the consistent recovery in MCU demand across various sectors has propelled the company's MCU demand growth to outpace its capacity growth. Consequently, this has led to a simultaneous uptick in both product volume and price, fueling a dual increase in revenue and profit.
