Shares of GIGADEVICE (03986) rose more than 6% during the trading session. At the time of writing, the stock was up 4.10% at HKD 546, with a turnover of HKD 7.411.
According to industry reports, since 2026, following the initial wave of MCU price hikes initiated by Advanced Micro-Fabrication Equipment Inc., companies including Fortior Tech and Puya Semiconductor have successively issued price adjustment notices. Furthermore, Nationz Technologies also released a notice stating that due to continuous significant increases in the cost of core raw materials such as wafers and packaging materials, the company, after careful assessment, has decided to raise prices for some products by 15%-20% effective April 7, 2026. Its high-end optical modules and AI power-specific MCUs have simultaneously entered a price increase cycle.
Central China Securities noted that GIGADEVICE continues to broaden its technological capabilities in MCU products, deepening its expertise in specialized fields. Regarding AI algorithms and solutions, the company's DC arc detection solution utilizes the high-performance GD32H7 series MCU as a powerful hardware computing foundation and provides a complete set of AI algorithm tools, significantly improving detection accuracy. The company's AI large language model solution, built on wireless MCU products, supports functions such as AI smart voice dialogue, translation, and story generation, and can be widely applied in scenarios like smart companion AI toys and smart homes. In the area of high-performance MCUs, the GD32A7 series automotive-grade MCUs have successively entered the mass production stage and have secured design wins in multiple vehicle models, fully meeting the multi-level application requirements of entire vehicles.
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