3PEAK Inc. · 思瑞浦微电子科技（苏州）股份有限公司

Fabless

Standard-bearer for high-end analog indigenization — real share in telecom base-station signal chains and now AI-server/optical-module AFEs, the categories…
Published

October 11, 2026

Chinese name: 思瑞浦微电子科技（苏州）股份有限公司 (Sīruìpǔ)

TipWhy This Matters

Standard-bearer for high-end analog indigenization — real share in telecom base-station signal chains and now AI-server/optical-module AFEs, the categories ADI/TI margin most jealously guard. FY2025 revenue ¥21.42亿 (+75.7%, turnaround to profit) and H1 2026 ¥16.06亿 (+69.2%, net ¥3.08亿 +368.5%) after nine straight quarters of sequential growth. The optical-module line now spans 400G/800G/1.6T AFEs at head module vendors with a second top customer starting to ship and 3.2T/NPO/CPO parts in R&D — on 9 October management judged a rumored FCC rule requiring ≥65% US-origin content for 3.2T modules to have no near-term impact, since those parts aren’t shipping yet; the 创芯微 power-management acquisition has effectively completed (its ¥383m consideration convertible bonds redeemed to a ¥100 residual by 8 October).

What does this firm design?

Precision and high-speed analog/mixed-signal ICs for telecom, industrial instrumentation, optical modules, servers and automotive.

Key Facts

Category Fabless
Founded 2008
Location Shanghai, Shanghai Municipality
Product Focus High-performance analog: precision/high-speed signal chain, ADC/DAC, RF PA-control and optical-module/server-power AFEs + power management (via 创芯微 acquisition)
Node Sophistication Nodes undisclosed; headline capabilities: 8GHz-bandwidth op-amps, 250MSPS 8/10-bit ADCs, 64-channel base-station AFE in volume, 1.6T optical-module SiPho AFE sampling, 120V ASIL-D BMS AFE
Entity List No
Last Verified Newest source dated 20 Aug 2026 (2 sources)

Design Score

4.2/5

Sources

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