Moore Threads Technology Co.,Ltd. (SH: 688795) has issued a business performance forecast for the first half of 2026.
The company projects its operating revenue for the period to be in the range of 1.65 billion to 1.75 billion yuan, representing a significant year-on-year increase of 135.12% to 149.37%.
Key Drivers of Growth
This robust revenue growth is attributed to several key factors. The flourishing development of the artificial intelligence industry and strong market demand for full-featured GPUs have created a favorable environment.
Furthermore, the company has accelerated the commercialization of its Kua'e intelligent computing clusters. The performance of its products has gained high recognition from customers, leading to stable supply and a further expansion of the company's competitive market advantage.
Focus on Innovation and Product Development
The company remains dedicated to the research, development, and innovation of full-featured GPUs. It is continuously advancing the rapid iteration of its chip architecture and enriching its product portfolio across cloud, edge, and device applications.
Flagship Product Achievements
Its flagship product, the MTTS5000 full-featured GPU computing card, which integrates both training and inference capabilities, has achieved performance levels that are at the forefront of the market. This product has already entered mass production.
The company is consistently delivering large-scale clusters built around this product, which can efficiently support the training of large language models with trillions of parameters. The computational efficiency of these clusters has reached the advanced level of internationally available GPU clusters of the same scale and generation.
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