Hygon Information Technology · 海光信息技术股份有限公司

State-Backed Design House

China’s only scaled x86 CPU + GPGPU dual-track design house and the anchor of 信创 server supply: FY2025 revenue ¥143.77亿 (+56.9%, net ¥25.45亿); the formal H…
Published

October 11, 2026

Chinese name: 海光信息技术股份有限公司 (Hǎiguāng Xìnxī)

TipWhy This Matters

China’s only scaled x86 CPU + GPGPU dual-track design house and the anchor of 信创 server supply: FY2025 revenue ¥143.77亿 (+56.9%, net ¥25.45亿); the formal H1 2026 report (13 August) showed revenue ¥90.99亿 (+66.5%) and net profit ¥17.98亿 (+49.7%) — though operating cash flow swung to -¥4.28亿 (from +¥21.8亿) on the inventory build telegraphing an AI-demand run, and gross margin slipped 4.9 points to 55.2% on HBM/substrate cost inflation. Next-generation 深算四号 DCU is confirmed still in development (board secretary, 29 September: ‘progressing smoothly’, not yet shipping), with 深算三号 BW1000 the current volume part; the DCU stack claims adaptation to 400+ mainstream LLMs. Its planned ¥-with-中科曙光 absorption merger (announced May 2025) was terminated 9 December 2025, keeping chip and system layers separate — no revival as of October 2026.

What does this firm design?

Server/desktop CPUs, AI accelerator DCUs, HSL interconnect bus, and the DTK CUDA-benchmarked software stack.

Key Facts

Category State-Backed Design House
Founded 2014
Location Beijing, Beijing Municipality
Product Focus x86-licensed server/desktop CPUs (C86 3000/5000/7000) + DCU GPGPUs (8000 series, DeepSeek-compatible DTK stack)
Node Sophistication GF 14nm-class licensed lineage; 深算三号 DCU entering domestic first tier (‘Hopper-class’ claim not officially made — not verified)
Entity List Yes — US Commerce BIS
Last Verified Newest source dated 14 Aug 2026 (2 sources)

Design Score

4.5/5

Sources

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