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芯联集成首次实现单季度归母净利润转正
Xin Jing Bao· 2025-08-06 11:53
Core Insights - Semiconductor technology company ChipLink Integration reported a revenue of 3.457 billion yuan for the first half of 2025, representing a year-on-year growth of 24.93% [1] - The company achieved a net profit attributable to shareholders of 12 million yuan in the second quarter, marking its first positive quarterly net profit, with a previous goal set for profitability by 2026 [1] - EBITDA reached 1.101 billion yuan, with a corresponding profit margin of 31.51%, and gross margin improved by 7.79 percentage points to 35.4% [1] - Research and development expenditure amounted to 964 million yuan, reflecting a growth of 10.93% [1] Business Segments - The automotive business is a significant segment for ChipLink Integration, accounting for 47% of total revenue, with a year-on-year growth of 23% [1] - The company has launched the first domestic 8-inch SiC production line, which has begun small-scale production [1] AI Business Development - For the first time, ChipLink Integration mentioned its progress and revenue in the AI sector, identifying AI servers, data centers, embodied intelligence, and intelligent driving as its fourth core market direction [1] - AI business contributed 196 million yuan in revenue, accounting for 6% of total revenue in the first half of the year [1]