According to Lanqi Technology's announcement, net profit attributable to shareholders of listed companies for the first half year of 2026 is expected to be 1,900 billion yuan to 210 billion yuan, an increase of 63.9 percent to 81.2% over the previous year. The sharp increase in performance in the first half of the year was mainly due to AI industry trends, and industry demand was strong: on the one hand, with the increase in DDR5 penetration rate and continuous iteration, the company's DDR5RCD chip shipments increased significantly, with the third and fourth generation RCD chip shipments further increasing; on the other hand, revenue from new interconnect chip products MRCD/MDB, PCIereTimer, CKD and CXLMXC chips rose significantly. In the first half of 2026, the company's interconnect chip product line sales revenue was about 3.111 billion yuan, up about 26.4% year on year. Among them, the sales revenue of the interconnect chip product line in the second quarter was about 1,694 billion yuan, up about 28.2% year on year and 19.5% month on month. The company's Q2 net profit is expected to be between $1,053 million and Q1 net profit of $847 million. Based on this calculation, Q2 net profit is expected to increase 24%-47% month-on-month.

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