Luxshare Precision Nvidia AI chip news — A-Share Tech Leader Discloses Major GB200 & GB300 AI Server Updates

Quick snapshot — why investors and builders should care

Over the past week, more than 160 listed companies were surveyed by institutional investors.

The institutional focus highlights where capital and attention are flowing in the Chinese tech ecosystem right now.

Among those companies, Crystal Optoelectronics (Shuijing Guandian 水晶光电) drew the most institutional interest, being surveyed by 231 institutions.

 

Crystal Optoelectronics: Institutional Interest Breakdown

Institution Type	Number of Institutions
Fund Companies	36
Securities Companies	56
Private Equity Firms	19
Insurance Companies	9
Total Institutions	231

Institutional breakdown for Crystal Optoelectronics (Shuijing Guandian 水晶光电)

Those 231 institutions included:

• 36 fund companies.
• 56 securities companies.
• 19 private equity firms.
• 9 insurance companies.

 

Crystal Optoelectronics — growth drivers for 2026 (external & internal)

The company outlined two growth dimensions for 2026: external circulation and internal circulation.

 

External circulation:

• The company is focusing on mass-produced projects such as micro-prisms and coated filter sheets.
• It expects continued progress on these products to boost future performance.
• The company’s second phase of its Vietnam base started operations in August, producing filter products for overseas Android clients and small-sized non-phone cover plates for major clients.
• The Vietnam base is expected to contribute to the company’s overall performance in the second half of 2025 and throughout 2026.

• Vietnam Base Expansion: Second phase started operations in August, producing filter products for overseas Android clients and small-sized non-phone cover plates. Expected to contribute to performance in H2 2025 and throughout 2026.
• Mass Production Projects: Focusing on micro-prisms and coated filter sheets to boost future performance.
• Domestic Consumption Upgrades: Leveraging technological advantages in the Android market amidst a trend towards upgrades and higher product quality. Expects strong growth in traditional consumer electronics.
• Automotive Optics: Expanding market share through market expansion, internal optimization, and policy support, aiming for healthy development in HD-centric automotive optics business.
• Robotics Exploration: Conducting market research and preparing personnel and technology for general robotics.

 

Internal circulation:

• In the Android market, domestic consumption is trending towards upgrades and higher product quality.
• The company says its technological advantages have been fully demonstrated during these product upgrades and are already visible in H1 performance.
• With an improving economic environment and ongoing product structural upgrades, the company expects to maintain strong growth in traditional consumer electronics across late 2024 and 2025.
• In automotive optics, the domestic market historically had fierce competition, but recent government policies to curb excessive competition appear to be improving prices and gross margins.
• The company is expanding market share through market expansion, internal optimization, and leveraging policy support, with the goal of achieving healthy development in its HD-centric automotive optics business.
• The company is also exploring general robotics, having already made personnel and technology 储备 and conducted market research.

 

Who else attracted institutional interest?

Other companies surveyed by over a hundred institutions last week included:

• Desay SV (Desai Xiwei 德赛西威).
• Yunnan Yuntianhua (Yuntianhua 云天化).
• Ruoyuchen (Ruoyuchen 若羽臣).
• Bailian Group (Bai Ya Gufen 百亚股份).

 

Luxshare Precision (Gongye Fulian 工业富联) (601138) — what it revealed in institutional surveys

Luxshare Precision was surveyed by 125 institutions in the period.

 

During the survey, the company disclosed that its GB200 series products are being manufactured and shipped faster than planned.

Assembly yield and customer testing improved significantly in Q2 compared to Q1.

System-level cabinet debugging time was considerably reduced.

Fully automated assembly processes were introduced successfully, driving overall production and delivery improvements.

To meet growing customer demand, the company expanded capacity across multiple factories globally and deployed fully automated assembly lines.

As of now, efficiency and yield indicators have improved significantly compared to Q1, accelerating product shipments.

Looking to Q3, the company expects GB200 shipments to continue their strong growth momentum.

The company also said the upcoming GB300 product launch is expected to further unleash revenue and profit growth potential.

 

GB300 and cloud provider traction

The company has received clear shipment requests from several large cloud service providers for the GB300.

The company reported it is currently capable of producing the GB300 series for mass production.

Overall, the company expressed optimism about its AI server business in H2.

They expect GB200 shipments to keep rising and for the GB300 to slowly enter a substantial shipment phase.

Luxshare notes it will leverage experience from the GB200 series in integrated machine design optimization, thermal system engineering, and automated testing to support GB300 ramp-up.

 

Luxshare Precision: Key AI Server Updates (GB200 & GB300)

Product Series	Key Developments & Outlook
GB200 Series	– Manufacturing and shipping faster than planned. – Significant improvements in Q2 assembly yield and customer testing. – System-level cabinet debugging time reduced. – Fully automated assembly processes introduced. – Capacity expanded globally. – Strong growth momentum expected in Q3 shipments.
GB300 Series	– Clear shipment requests from several large cloud service providers. – Currently capable of mass production. – Expected to further unleash revenue and profit growth potential. – Anticipated to enter a substantial shipment phase soon. – Leveraging GB200 experience for integrated machine design optimization, thermal system engineering, and automated testing.
Overall AI Server Business	– Optimism for H2 performance.

Market cap and sector ranking

Luxshare Precision is a leading A-share tech company with a current market capitalization exceeding ¥910 billion RMB ($125 billion USD).

The company ranks first in the TMT sector (electronics, media, computers, and communications).

 

Market performance and notable movers

Institutionally surveyed stocks, on average, rose by over 3% in the past week.

Standout performers included:

• Hui Jia Times (Huijia Shidai 汇嘉时代) — up more than 20%.
• Tianrongxin (Tianrongxin 天融信) — up more than 20% and hitting consecutive daily limits.
• Cambridge Technology (Jianqiao Keji 剑桥科技) — up more than 20% and trading at a new annual high.
• Horestar (Heertai 和而泰) — up more than 20%.

 

Tianrongxin (Tianrongxin 天融信) — order specifics

Tianrongxin revealed that orders for its intelligent computing integrated machine exceeded ¥8 million RMB ($1.1 million USD).

Revenues from those orders surpassed ¥5 million RMB ($690,000 USD).

Business opportunities totaled nearly ¥100 million RMB ($13.7 million USD).

About 40% of those opportunities are in the product testing phase, and the company estimates an overall conversion probability of over 80% for that portion.

The potential customers span government, education, healthcare, manufacturing, finance (primarily city commercial banks), transportation, research institutes, and enterprise segments.

Tianrongxin’s core strength is its intelligent computing cloud platform, which positions it to help customers quickly apply large model capabilities.

 

Cambridge Technology (Jianqiao Keji 剑桥科技) — optical module momentum

Cambridge Technology’s stock hit a new annual high after it began batch shipments of 800G optical modules.

The company has completed R&D on 1.6T optical modules, including 1.6T OSFP DR8 and 2×FR4 silicon optical modules based on 3nm DSP.

They successfully conducted Live Demos and interoperability tests at OFC 2025.

 

Ruoyuchen (Ruoyuchen 若羽臣) — H-share listing and brand strategy

Ruoyuchen’s stock reached an all-time high.

One of its primary H-share listing fundraising goals is to integrate global resources and continuously expand its brand matrix.

The company plans to seek high-quality industrial assets in global health, personal care, and home cleaning, and then use its capabilities to enhance brand value through integration and operational lift.

 

Institutional Interest: Highlights from Other Companies

Company Name	Key Insight
Tianrongxin (天融信)	Intelligent computing integrated machine orders exceeded ¥8M RMB ($1.1M USD); revenues over ¥5M RMB ($690K USD); business opportunities nearly ¥100M RMB ($13.7M USD); high conversion probability for testing opportunities (80%+). Broad customer base including government, education, healthcare.
Cambridge Technology (剑桥科技)	Began batch shipments of 800G optical modules; completed R&D on 1.6T optical modules (OSFP DR8, 2×FR4 silicon); successful Live Demos and interoperability tests at OFC 2025.
Ruoyuchen (若羽臣)	Stock reached all-time high; H-share listing aims to integrate global resources and expand brand matrix; plans to acquire high-quality industrial assets in health, personal care, home cleaning, and enhance brand value.
Hui Jia Times (汇嘉时代)	Stock up more than 20% in the past week.
Horestar (和而泰)	Stock up more than 20% in the past week.
Desay SV (德赛西威)	Among other companies surveyed by over a hundred institutions.
Yunnan Yuntianhua (云天化)	Among other companies surveyed by over a hundred institutions.
Bailian Group (百亚股份)	Among other companies surveyed by over a hundred institutions.

Interpretation — what this means for investors, founders, and operators

Manufacturing cadence and automation matter.

Improving assembly yields, shortened debugging, and automated lines directly lower unit costs and shorten time-to-market, which benefits margin-sensitive AI infrastructure plays.

 

Cloud provider interest is a high-conviction signal.

Clear shipment requests from large cloud customers for the GB300 imply meaningful product validation and potential for recurring, scale orders.

 

Sector-wide momentum can create lift for suppliers.

When leaders like Luxshare Precision scale production and ship at pace, the ripple effects benefit ODMs, component vendors, and logistics partners.

 

Differentiators beyond hardware still matter.

Tianrongxin’s focus on an intelligent computing cloud platform shows that software and platform-level capabilities can drive conversion and win enterprise verticals.

 

What to watch next

• GB200 shipment volumes and Q3 revenue impact from Luxshare Precision (Gongye Fulian 工业富联).
• GB300 mass-production ramp and any confirmed cloud provider contracts.
• Crystal Optoelectronics’ Vietnam base contribution throughout H2 2025 and 2026.
• Cambridge Technology’s 1.6T optical module commercial milestones post-OFC 2025.
• Ruoyuchen’s H-share fundraising outcomes and acquisition targets in global consumer health categories.

 

Bottom line

Luxshare Precision is executing on production efficiency and automation while preparing a product cadence that could materially lift AI server revenue with GB200 and GB300 ramps.

Institutional surveys show growing interest across hardware, optics, cloud platforms, and integrated solutions, which matters for capital flows and sector valuations.

Keep an eye on shipment confirmations, cloud provider orders, and quarter-over-quarter yield improvements as the clearest signals of sustainable momentum.

 

Keyword reminder: Luxshare Precision Nvidia AI chip news

 

References

• Securities Times Data宝 – Securities Times
• A-shares Once Again Set Multiple Records – Eastmoney
• DeepSeek “Carries” Domestic Computing Power Sector – Eastmoney
• Major Positive for Chinese Stocks! Foreign Capital Buys Heavily! – Eastmoney Fund