Shanghai Fullhan Microelectronics Co., Ltd. (300613.SZ) has released its performance forecast for the first half of 2026. The company expects to achieve revenue of between 1.4 billion yuan and 1.5 billion yuan for the period, representing a year-on-year increase of 103.48% to 118.01%. Net profit attributable to shareholders is projected to be between 270 million yuan and 350 million yuan, a staggering increase of 1,072.72% to 1,420.19% compared to the same period last year.
In the second quarter alone, both revenue and net profit hit record highs for a single quarter. The first half of 2026 saw significant price hikes in the global electronics industry for memory components, along with supply shortages and rising costs for other upstream raw materials such as PCBs, resistors, and capacitors. In response, Shanghai Fullhan Microelectronics raised its product prices.
Sales volumes across the company's three main business segments grew substantially. Combined with the price increases, each business unit achieved a favorable "volume and price growth" dynamic. Facing tight upstream capacity and robust downstream demand, the company leveraged its mature supply chain management and diverse product solutions to ensure sufficient deliveries to customers, thereby fostering a healthy business ecosystem with its downstream partners. Additionally, the company's new AI-ISP chip has received positive market feedback, and customer expansion efforts into new fields such as robotics are progressing steadily.
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