Zhao Shanqi, chairman and general manager of Hongwei Technology, explained at the performance conference on September 8 that the company has developed a substantial layout in the field of AI computing power. During the reporting period, the GaN 650V 30mΩ chip has passed the AIDC power supply customer certification and entered the gradual deployment stage; at the same time, the company has cooperated with leading North American power equipment customers in the AIDC field on UPS and server power supplies, of which SST products have been delivered. Judging from changes in performance, the company's revenue growth in the first half of the year is closely related to the increase in downstream demand for new energy vehicles, wind and solar storage, industrial control, and AI computing power. However, at present, the company's AI-related business accounts for a very low share of overall revenue, and the scale of subsequent sales depends on customer demand and the progress of mass production introduction.

Zhitongcaijing · 1d ago
Zhao Shanqi, chairman and general manager of Hongwei Technology, explained at the performance conference on September 8 that the company has developed a substantial layout in the field of AI computing power. During the reporting period, the GaN 650V 30mΩ chip has passed the AIDC power supply customer certification and entered the gradual deployment stage; at the same time, the company has cooperated with leading North American power equipment customers in the AIDC field on UPS and server power supplies, of which SST products have been delivered. Judging from changes in performance, the company's revenue growth in the first half of the year is closely related to the increase in downstream demand for new energy vehicles, wind and solar storage, industrial control, and AI computing power. However, at present, the company's AI-related business accounts for a very low share of overall revenue, and the scale of subsequent sales depends on customer demand and the progress of mass production introduction.