Chipintelligence Holdings' 2025 net profit surges 60.8% to HK$161 million, driven by AI strategy to a record high
ChipOne Technology 2025 Net Profit Soars 60.8% to HK$161 Million, AI Strategy Drives Record Performance
On March 31, 2026, China's leading full-service electronic component distributor — ChipOne Technology (Holdings) Limited (Stock Code: $SMART-CORE(2166.HK), referred to as "ChipOne Technology") announced its audited consolidated results for the fiscal year ended December 31, 2025 (the "Period").
In 2025, ChipOne Technology streamlined and adjusted its business structure around the main theme of AI technology, focusing on expanding the markets for computing infrastructure, edge-side AI SoCs, and storage, while actively promoting the synergistic development of hybrid distribution and value-added technical services. Under this strategic layout, the company's profitability and market competitiveness have been significantly enhanced.
During the Period, the Group's revenue reached approximately HK$6.59 billion, a significant increase of 41.8% year-on-year. Gross profit was approximately HK$410 million, an increase of 31.4% year-on-year; profit attributable to owners of the Company was approximately HK$161 million, a substantial increase of 60.8% year-on-year. Basic and diluted earnings per share were HK34.85 cents and HK34.59 cents, respectively. The Board resolved to recommend a final dividend of HK14 cents per share.
Accelerated Penetration of Edge AI, Steady Growth in Smart Terminal BusinessIn 2025, shipments of AI SoCs with integrated NPUs continued to grow, rapidly penetrating high-computing-power fields such as robotics and industrial vision. Meanwhile, the penetration of lightweight large models into terminals drove the rapid increase in demand for high-computing-power, low-power-consumption, strong-connectivity chips in smart cars, AI PCs, and edge computing. During the Period, the Group established in-depth cooperation with several well-known SoC chip original manufacturers in the industry, providing comprehensive services covering chip supply chain security, customized technical solutions, and full-cycle technical support. During the Period, the Group's smart terminal business steadily improved, with cumulative annual sales reaching approximately HK$3.849 billion, a year-on-year increase of 20.5%.
Storage Industry Enters Upturn Cycle, Storage Business Surges 149.3% Year-on-Year
Driven by the core demand for artificial intelligence, the global memory chip market size in 2025 grew by 32.7% year-on-year to reach US$221.6 billion. The Group's storage product portfolio is comprehensive, covering multiple types of chips and modules such as DRAM, NOR Flash, NAND Flash, MCP, KGD, and eSSD, meeting multi-scenario demands from mobile terminals to data centers. Benefiting from the strong impetus of the AI industry on the demand for memory chips, DRAM prices rose steadily, and NAND Flash prices also began to recover in the second half of the year, experiencing a significant rebound in the fourth quarter, showing a trend of simultaneous volume and price increases overall. During the Period, relying on close cooperation with several well-known memory chip original manufacturers and high-quality customer resources, the Group's storage business achieved sales of approximately HK$1.903 billion, a substantial year-on-year increase of 149.3%.
Release of Demand for High-Speed Optical Modules, Computing Infrastructure Business Continues to Scale
Influenced by the expansion of AI computing infrastructure investment and the exponential growth in data center interconnection demand, the global optical module market size expanded significantly in 2025. The Group focuses on supplying optoelectronic devices for the computing infrastructure field, with core products including transmitter and receiver chips used in high-speed data communication optical modules such as 200G/400G/800G/1.6T. Relying on deep strategic cooperation with globally leading optical communication chip original manufacturers and years of accumulated high-quality customer resources, the Group has built an end-to-end technology-market closed loop. During the Period, the Group's computing infrastructure business achieved sales of approximately HK$737 million, a year-on-year increase of 15.9%.
Seizing Supply-Demand Fluctuation Windows, Hybrid Distribution Business Demonstrates Flexibility
The Group has built a full-service distribution system through authorized distribution, independent distribution, and hybrid distribution, forming a flexible and efficient supply chain service capability. During the Period, the Group captured business opportunities arising from market supply-demand imbalances and periodic mismatches in the industry chain, creating value through data matching and efficient supply chain services. Affected by the market's increased demand for supply chain flexibility, both the number of customers and order value in the hybrid distribution business showed a significant recovery. This business segment achieved annual sales of approximately HK$101 million, a substantial year-on-year increase of 88.3%.
Looking ahead to 2026, the semiconductor industry is experiencing a new round of growth cycle driven by AI, providing historic opportunities for the Group's development. As a leading local Chinese full-service electronic component distributor, ChipOne Technology, relying on its full-chain layout in authorized distribution, independent distribution, value-added technical services, and optical communication chip manufacturing, has established solid business cooperation with partners across the industry chain's upstream and downstream. The Group will continue to deepen its cultivation in the software and hardware fields related to AI, actively promote the digitalization and AI transformation of its business, continuously monitor and capture the multi-dimensional industrial dividends brought by AI, and actively build domestic and overseas business networks to construct a more resilient global supply chain system. In the future, based on stable operation and active innovation, the Group will continuously improve business quality and profitability, committed to creating longer-term and more substantial returns and value for shareholders.
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