Benefiting from the increasing demand for electronic verification and analysis, iST Technology (3289) announced on the 9th that its revenue in May was 336 million yuan, an increase of 11.83% from the previous month and an increase of 8.74% from the same period last year, hitting a record high. The revenue in the first five months of this year was 1.618 billion yuan, an annual increase of 10.16%, which also set a new high for the same period of the year.
iST said that the new high revenue mainly comes from the demand for material analysis (MA), failure analysis (FA) and reliability verification (RA) driven by advanced manufacturing processes, advanced packaging, automotive electronics, 5G, HPC, and AI; especially In terms of AI, due to the unstoppable development of high-performance computing (HPC) and cloud computing, new application requirements have been opened; at the end of last year, ChatGPT was born, and a large amount of training computing power is required to accelerate the application of generative AI. Related technology giants They have invested in the technical development of AI servers. AI servers especially rely on heterogeneously integrated high-power top-level chips. Through advanced manufacturing processes and advanced packaging technology, they can process large amounts of data at high speed and execute instructions quickly. Such chips need to be able to maintain stable performance during long-term operation, and Whether the AI chip can perform effectively depends on the verification analysis to ensure the quality of the early research and development and the function of the chip, which helps to reduce the risk of failure. iST has deployed relevant platforms in advance and invested in capital expenditures. Recently, it has successively received advisory committees from international AI brand manufacturers and AI chip manufacturers, and is expected to become a strong backing behind the industry.
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