Tongfu Microelectronics (002156.SZ) announced semi-annual results, with net profit of 1,717 billion yuan to mother, an increase of 316.77% over the previous year

According to Zhitong Finance App News, Tongfu Microelectronics (002156.SZ) disclosed the 2026 semi-annual report. During the reporting period, the company achieved operating income of 16.041 billion yuan, an increase of 23.03%; net profit attributable to shareholders of listed companies was 1,717 billion yuan, an increase of 316.77%; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 77.78%; basic earnings per share were 1.1317 yuan.

In the first half of 2026, the company achieved a half-year transition from “full production efficiency” to “structural quality improvement” under the resonance of the four forces of AI computing power explosion, upward storage cycle penetration, and domestic chip transfers, laying a solid foundation for increasing the share of high-end sealing and testing and releasing profit flexibility throughout the year.

In the first half of 2026, the company's major customer AMD's revenue and profit both reached record highs. Among them, data center business revenue more than doubled year-on-year. AMD is entering the second half of the year with strong momentum as demand for EPYC processors accelerates, Instinct product deployment scales up, and Helios projects begin to accelerate. In the second quarter of 2026, AMD's data center division's revenue was 6.7 billion US dollars, up 107% from the same period last year, mainly due to market demand for AMD EPYC processors and AMD Instinct GPUs; the client and game business segment's revenue was 3.8 billion US dollars, up 6% year over year; of these, the client business revenue was 3.1 billion US dollars, up 23% from 2.5 billion US dollars in the same period last year, mainly driven by demand for AMD Ryzen processors. Strong growth in AMD's business, a major customer, also provided a strong guarantee for the company's revenue scale.