Gasgoo Munich- Axera Semiconductor (0600.HK), an AI inference system-on-chip (SoC) supplier, released its maiden interim report since going public. The filing shows revenue for the first half of 2026 climbed to 402 million yuan, an 181.8% jump from a year earlier, while the gross margin improved significantly to 29%. Yet the company posted a net loss attributable to shareholders of 582 million yuan—a figure driven largely by a surge in research and development spending.Image Source: AxeraAcross the board, all three business segments posted rapid growth. Terminal computing remained the backbone of revenue, generating 341 million yuan in the period—a 169.5% year-on-year increase. Product sales surged more than 100%, reflecting a rise in both volume and price. Notably, sales of the "Black Light" series jumped over 200%, capturing a significantly larger share of the market.Edge AI has emerged as a new growth engine, with revenue reaching 27.69 million yuan—a 251.9% spike. The company has strategically positioned itself across three key nodes for large model deployment: edge private clouds, edge servers, and intelligent agent terminals. Its recently launched AX ClawBox solutions and AX8850 compute cards are already seeing widespread adoption in vertical sectors like smart homes, offices, and education. A next-generation, high-performance AI chip has completed tape-out, paving the way for the "Yuanxi" series of accelerator cards, which support full-power inference for large models. In the realm of embodied intelligence, Axera introduced a "brain" controller; the AX8910 is now powering binocular depth cameras for clients in mass production.Smart automotive operations were equally robust, with revenue climbing 252.1% to 29.09 million yuan. Automotive SoC shipments hit 420,000 units, and the company secured 24 new designated projects. The number of partner OEM brands grew to 25, including seven international and joint-venture marques. Leveraging its high integration and low power consumption, the flagship M57 platform has won design-ins for standard models at several leading automakers. The high-end assisted driving chip, the M97, powered on in February 2026, with engineering samples delivered in the first half. A second high-end chip, the M95, successfully powered on in July, while the first smart cockpit accelerator chip for large models has already taped out.On the research front, R&D investment reached 516 million yuan in the first half, an 81% increase. Core intellectual properties like the AXNeutron NPU and AXProton AI-ISP have undergone continuous iteration, resulting in a computing platform that spans from under 1 TOP to thousands of TOPs. Axera listed on the Hong Kong Stock Exchange in February 2026, pricing its shares at 28.20 Hong Kong dollars each and raising a total of 2.96 billion Hong Kong dollars. In July, the company established a wholly-owned subsidiary, Axera Computing, to further upgrade its strategic layout in AI computing. Founder and Chairman Qiu Xiaoshen stated that the company will remain focused on the edge AI sector, working to make AI technology accessible to all.
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