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[BUSINESS] · China, Taiwan · 2 sources

AI Chip Makers Zhaoyi Innovation and Antus AI Post Record Revenue Growth

Chinese semiconductor firm Zhaoyi Innovation announced a 2026 first‑half earnings forecast of 69 billion yuan net profit, up 1,099 % year‑on‑year, with revenue expected at 115 billion yuan, a 177 % increase. The surge is attributed to tight supply in storage chips, higher prices, and strong demand for its microcontroller products across industrial, consumer and automotive sectors.

Taiwan’s Antus AI, an Acer subsidiary, reported June revenue of 3.41 billion New Taiwan dollars, a 124.3 % jump from the prior year. Its second‑quarter revenue reached 8.2 billion NT$, up 132.9 %, while first‑half revenue totaled 15.1 billion NT$, up 83.5 %. Growth was driven by rising AI infrastructure demand in education and enterprise markets, including partnerships with universities to deploy NVIDIA H200 GPU platforms for generative AI and digital twin research.