Global AI Supply Shifts Provide GigaDevice with Earnings Rise in China

GigaDevice Semiconductor Inc. reported a sharp rise in 2025 earnings, fueled by an AI-driven recovery that tightened global chip supplies. Net profit climbed 49.5% to 1.648 billion yuan ($228 million), while revenue rose 25.1% to 9.203 billion yuan. The company’s performance accelerated throughout the year, with more than 60% of its annual profit generated in the second half. This momentum led GigaDevice to announce a cash dividend of 525 million yuan, returning approximately 32% of its net income to shareholders. The growth was primarily driven by GigaDevice’s core storage business. As major international manufacturers shifted production toward high-bandwidth memory (HBM)…