Semiconductors

GOKE

GOKE released FY2026 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 633.29 M, actual EPS CNY 0.2531

GOKE released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 619.07 M, actual EPS CNY -1.1086

GOKE released FY2025 Annual Earnings on April 28 After-Market (BJT), actual revenue CNY 1.791 B (forecast CNY 2.36 B), actual EPS CNY -1.0743 (forecast CNY 0.59)

GOKE to Release FY2025 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 2.36 B, EPS CNY 0.59

GOKE to Release FY2026 Q1 Earnings Report on April 29 During-Market BJT

GOKE released FY2025 Q3 earnings on October 27 After-Market (BJT), actual revenue CNY 430.64 M, actual EPS CNY -0.0585

GOKE released FY2025 9 Months Earnings on October 27 After-Market (BJT), actual revenue CNY 1.172 B, actual EPS CNY 0.034

GOKE to Release FY2025 Q3 Earnings on October 28 After-Market (BJT)

GOKE released FY2025 Q2 earnings on August 28 During-Market (BJT), actual revenue CNY 436.12 M, actual EPS CNY -0.1446

GOKE released FY2025 Semi-Annual earnings on August 28 During-Market BJT, actual revenue CNY 741.38 M, actual EPS CNY 0.0927

GOKE to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Guok 微 Obtains a New Patent Authorization

Hunan Gokon Microelectronics Co., Ltd. Submits a New Trademark Registration Application

Guokewei Sets Special Terms for Corporate Restructuring

Guokewei Plans to Acquire Zhongxin Ningbo Equity to Drive Full Industrial Chain Transformation

US-China leaders' call boosts China's semiconductor stocks

Guokewei Plans to Acquire Equity in Zhongxin Ningbo

Guok 微 Planning Major Asset Restructuring

Company Introduces Wi-Fi 6 Chip Specifications and Market Advantages

National Integrated Circuit Fund Completes 减持 of Guokewei Shares

300672

GOKE announced a price increase for some KGD products starting in January, with a 40% increase for 512Mb products, a 60% increase for 1Gb products, and an 80% increase for 2Gb products. The prices for external DDR products will be notified separately. The company stated that the price increase in the second quarter will be adjusted according to the increase in KGD, with specific strategies to be announced

Wallstreetcn

GOKE issued a price increase notice, with some products increasing by 80% starting in January

GOKE announced that its revenue for the third quarter was 431 million yuan, a year-on-year increase of 22.60%; the net profit loss was 12.7173 million yuan, a year-on-year decrease of 129.45%. Revenue for the first three quarters was 1.172 billion yuan, a year-on-year decrease of 2.50%; the net profit was 7.4054 million yuan, a year-on-year decrease of 89.42%

Zhitong

GOKE: Net profit loss of 12.7173 million yuan in the third quarter, a year-on-year decrease of 129.45%

GOKE plans to launch a full range of in-vehicle AI chips with computing power ranging from low to high, totaling 2 million to 8 million units within three years. This series of chips will be applied to products such as smart cameras and dash cams. The company expects to release the next generation of in-vehicle AI chips that meet AEC-Q100 Grade 2 standards in the first half of 2025, with relevant validations currently underway

GOKE: Plans to develop a full range of in-vehicle AI chips with computing power ranging from low to high, targeting 2 million to 8 million units within three years

Recently, GOKE's inclusive black light AOV visual processing chip GK7206V1 series has been mass-produced and launched, successfully entering the supply chain system of leading companies in traditional security and consumer electronics. Since the release of the GK7206V1 series chip in July this year, it has achieved large-scale production within two months

GOKE's subsidiary Heiguang AOV visual processing chip GK7206V1 series has been mass-produced and launched

According to the Zhitong Finance APP, GOKE released its semi-annual report for 2025, showing an operating income of 741 million yuan, a year-on-year decrease of 12.86%. The net profit attributable to shareholders of the listed company was 20.1227 million yuan, a year-on-year decrease of 25.02%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 8.6546 million yuan, a year-on-year increase of 9.42%. The basic earnings per share were 0.0927 yuan

GOKE released its performance for the first half of the year, with a net profit attributable to the parent company of 20.1227 million yuan, a decrease of 25.02%

According to GOKE, recently, GOKE released the lightweight computing multi-view AOV visual chip, the next-generation lightweight computing multi-view IPC chip GK7203V1 series, providing high integration and low-cost solutions for various application scenarios such as consumer-grade cameras, low-power battery cameras, dash cameras, video doorbell locks, drone transmission, barcode scanners, and facial recognition terminals

GOKE released the lightweight computing multi-view AOV visual chip

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300650

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The storage chip sector further surged in the afternoon, with TECNON rising over 10%. HUA TIAN and Shenzhen Best of Best Holdings previously hit the daily limit, while GOKE, Youfang Technology, and RAYNEN followed suit

HUA TIAN

Shenzhen Best of Best Holdings

TECNON

RAYNEN

Neoway

The storage chip sector further surged in the afternoon, with TECNON rising over 10%

688981

00981

SMIC is currently up nearly 4%, as of the time of writing, up 3.73%, priced at HKD 41.7, with a transaction volume of HKD 323 million. In terms of news, SMIC announced that its wholly-owned subsidiary, SMIC Holdings, intends to sell its 14.832% stake in SMIC Integrated Circuit (Ningbo) Co., Ltd. to GOKE, a leader in machine vision and AI chip design in Hunan. After the completion of this transaction, SMIC Holdings will no longer hold any equity in SMIC Ningbo. The announcement disclosed that the core production equipment, supporting infrastructure, and large-scale investment in cutting-edge technology research and development at SMIC Ningbo have accumulated high fixed costs, and it is still in the capacity ramp-up phase. Its product structure, process optimization, and capacity utilization have not yet reached optimal levels, and the advantages of high-end production lines have not been fully realized, resulting in significant losses during the reporting period. SMIC stated that this transaction is beneficial for the company to focus on its main business

- SMIC (00981) shares rose nearly 4%, currently up 3.73% at HKD 41.7, with a trading volume of HKD 323 million.  
- The company announced that its wholly-owned subsidiary, SMIC Holdings, plans to sell a 14.832% stake in SMIC Integrated Circuit (Ningbo) Co., Ltd. to Guoke Micro, a leader in machine vision and AI chip design.  
- Following the transaction, SMIC Holdings will no longer hold any equity in SMIC Ningbo, allowing the company to focus on its core business amid ongoing losses due to high fixed costs and underutilized production capacity.

SMIC

Understanding the Market | SMIC is up nearly 4% and plans to sell its stake in SMIC Ningbo to GOKE, which is beneficial for the company to focus on its main business

SMIC announced plans to sell its wholly-owned subsidiary SMIC Holdings' 14.832% stake in SMIC Ningbo to GOKE. The transaction will be conducted through the issuance of shares and cash payment, with GOKE purchasing a 94.366% stake in SMIC Ningbo. Upon completion of the transaction, SMIC Holdings will no longer hold any equity in SMIC Ningbo, which will help the company focus on its core business

SMIC plans to sell 14.832% of its equity in SMIC Ningbo to GOKE

GOKE(300672.SZ)