Axera Semiconductor Co., Ltd. Class H · HKEX:600

Axera Semiconductor Co., Ltd. Class H — H1 2026 Earnings Presentation

10 slides from Axera Semiconductor Co., Ltd. Class H's earnings presentation, 2026

  1. Slide 1: Interim Results 2026

    （0600.HK） Axera Semiconductor Co., Ltd. (0600.HK) Interim Results 2026 Making AI Accessible to Everyone, Axera Semiconductor Co., Ltd. Improving Lives for All Build a World-class AI Computing Infrastructure ©2026 Axera. All Rights Reserved.

  2. Slide 2: Who Are We?

    Who Are We? （0600.HK） A Global Leading Provider of AI Inference SoCs Cross-domain, General-purpose Integrated Building an All-scenario Computing Power Empowering Diverse Application Scenarios Software and Hardware Technology Platform Product Matrix 1,000+ Axera Neutron Axera Proton Core Commercializ

  3. Slide 3: 1H 2026: Strong Broad-based Growth with Accelerating Volume Expansion from New Businesses

    1H 2026: Strong Broad-based Growth with Accelerating Volume Expansion from New Businesses （0600.HK） Smart Vehicle Solutions On-device Computing Gross Profit and Total Revenue(1) Edge AI Inference Revenue Revenue Revenue Gross Profit Margin RMB million RMB million RMB million RMB million RMB million

  4. Slide 4: Continued Investment in R&D with Multiple Advanced-Node Chips Successfully Taped out

    Continued Investment in R&D with Multiple Advanced-Node Chips Successfully Taped out and Incremental Improvement in Operating Efficiency （0600.HK） R&D Expenses Adjusted Net Loss and Adjusted Net Loss Margin(1) RMB million RMB million 124.5% 106.2% 199.3% 128.4% (132.7%) (113.0%) (223.6%) (134.2%) 58

  5. Slide 5: Ample Cash Reserves with Proactive Supply Chain and Inventory Management

    Ample Cash Reserves with Proactive Supply Chain and Inventory Management Ensuring Downstream Product Delivery Readiness （0600.HK） Cash Reserves(1) Current Prepayments and Other Receivables(1) Inventories(1) RMB million RMB million RMB million 2,177 207 1,971 946 876 730 729 608 876 326 328 212 100 3

  6. Slide 6: Business Highlights

    （0600.HK） Business Highlights ©2026 Axera. All Rights Reserved.

  7. Slide 7: Edge AI Inference | Demand Surge Drives Strong Revenue Growth

    Edge AI Inference | Demand Surge Drives Strong Revenue Growth, High-end Inference Poised to Take Off （0600.HK） Edge AI Inference Revenue Accelerating Model Penetration Drives Explosive Demand for Local Inference RMB million The Company proactively launched the AX Clawbox solution series in response

  8. Slide 8: Smart Vehicle Solutions | Accelerating Design Wins and Mass Production

    Smart Vehicle Solutions | Accelerating Design Wins and Mass Production with Steady International Expansion （0600.HK） Smart Vehicle Solutions Revenue Key Smart Vehicle Solutions Business Updates RMB million +618.2% 48 New Mass-production OEM Brand Partners International OEM Smart Vehicle Vehicle Mode

  9. Slide 9: On-device Computing | Simultaneous Volume and Price Growth Led by High-end Products

    On-device Computing | Simultaneous Volume and Price Growth Led by High-end Products （0600.HK） On-device Computing Revenue Key On-device Computing Business Updates RMB million On-device Computing Products “Night Vision” Series +4.8% 468 447 Traditional ISP Axera AI-ISP 100%+ YoY Volume Growth 341 “Ni

  10. Slide 10: Making AI Accessible to Everyone, Improving Lives for All

    （0600.HK） Making AI Accessible to Ever yone, Improving Lives for All ©2026 Axera. All Rights Reserved.

Axera Semiconductor — H1 2026 Earnings Presentation on 6ix