CITIC Construction Investment: Computing power companies' Q1 reports are impressive, continuing to firmly believe in the computing power industry chain

robot
Abstract generation in progress

CITIC Securities Research Report states that TSMC released its first-quarter earnings report, with revenue of $35.9B this quarter, a quarter-on-quarter increase of 6.4%.
First-quarter gross profit reached $23.78B, with a gross profit margin of 66.2%, significantly higher than expected.
The company expects second-quarter revenue to be between $39 billion and $40.2 billion, with a gross profit margin of 65.5% to 67.5%, representing a 10% quarter-on-quarter growth in revenue, outperforming the market consensus of 5%–10%.
Zhongji Xuchuang released its Q1 2026 report, achieving operating revenue of 19.5B yuan in the first quarter of 2026, a year-on-year increase of 192.12%;
net profit attributable to shareholders of the listed company was 5.74B yuan, a year-on-year increase of 262.28%.
Performance mapping indicates strong demand for computing power.
Companies in the computing power sector had impressive first-quarter results, and confidence in the computing power industry chain remains firm. (People’s Financial News)

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin