近年来，南芯科技在高端消费电子、汽车电子、工业三大方向持续实现业务突破。2025年公司收入规模预计再创新高，汽车电子和工业业务占比 有望较上一年提升，2026年占比将继续提升，公司对整体业务规模成长具备信心。 2025年是公司出海战略元年。2026年公司有为知名韩国客户出货多款芯片产品，目前韩国客户订单饱满，预计2026年将导入更多品类，业务规模 快速扩大。公司正加大海外业务布局，拓展欧洲、北美等多地客户机会，智能汽车电子、高端消费电子等领域均为海外业务拓展重心，未来海外 客户业务占比有望进一步提升。 在AI算力电源领域，公司2025年三季度已正式为客户推出应用于AI PC、边缘服务器领域的多相控制器。公司高度重视AI服务器电源领域业务机 会，正积极布局AI算力电源生态，重点聚焦大电流领域，包括多相控制器、DrMOS、大电流DCDC、大电流PMIC等，同时持续加快中高压侧电 源领域相关电源、驱动等芯片的研发布局，目前已正式推出700V高压GaN半桥功率芯片、大功率LLC SR控制器等产品。公司对AI算力电源相关 业务发展具备信心。 近日，南芯科技在投资者互动平台表示，公司在AI端侧主要为AI手机、AI眼镜、A ...

Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in the third quarter of this year, emphasizing its focus on business opportunities in the AI server power supply sector [1] Group 1: Product Development - The company is actively laying out the AI computing power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Market Confidence - The company expresses confidence in the development of its business related to AI computing power supply [1]

Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in the third quarter of this year, emphasizing its focus on business opportunities in the AI server power sector [1] Group 1: Product Development - The company is actively laying out the AI computing power power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Market Confidence - The company expresses confidence in the business development related to AI computing power power supplies [1]

Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in Q3 of this year, emphasizing its focus on business opportunities in the AI server power sector [1] Group 1: Product Development - The company is actively laying out its AI computing power power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of related power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Business Confidence - The company expresses confidence in the development of its business related to AI computing power power supplies [1]

Core Viewpoint - Nanchip Technology emphasizes that short-term stock price fluctuations are influenced by multiple factors, including industry cycles, market sentiment, and macroeconomic conditions [2] Group 1: Company Performance - The company has seen continuous revenue growth in recent years, with revenue for the first three quarters of 2025 nearing the total revenue of the previous year [2] - Nanchip Technology is accelerating its efforts in AI computing power supply, smart automotive electronics, and AI edge computing [2] Group 2: Future Outlook - The company is committed to enhancing its revenue scale as it enters the new year [2] - Management and employees are focused on improving core competitiveness through technological innovation and deepening customer relationships [2] - The company believes that sustained business growth and market share expansion will lead to long-term value recognition by the market [2]

Core Viewpoint - The company is actively investing in research and development of high-voltage power management chips, focusing on solid-state transformers and AI computing power supply ecosystems [1] Group 1: Technology and Innovation - Solid-state transformers are being recognized as an innovative technology in the power electronics field due to their efficiency, compactness, and intelligence [1] - The company has developed products such as HV-Buck that can be applied in solid-state transformers and inverters [1] Group 2: Market Focus - The company is concentrating on the AI computing power supply ecosystem, particularly in the high current sector [1] - Key areas of focus include multi-phase controllers, DrMos, and high current DCDC [1] Group 3: Strategic Development - The company is accelerating the research and development of related power supply and driver chips in the high-voltage side power sector [1] - This strategy aims to seize the significant opportunities presented by the domestic demand for AI computing power supply chips [1]