兆易创新：截至2025年12月31日止年度之业绩公告

GigaDevice Semiconductor Inc. 3986 20251231 202512312025 20251231 (www.hkexnews.hk)(www.gigadevice.com ) 2025 2026330 (i)(ii)(iii) 24675680117124134136138140143249 GigaDevice Semiconductor Inc. 9815 101 34 33191915 4(WANG ZHIWEI)2 1(WANG ZHIWEI)2 5 15323203 3209 108 (FCG HKFCG(PE)) H 1617 www.gigadevice.com 21 6039863986 1.20256 102.20256 10(WANG ZHIWEI)20255 20(WANG ZHIWEI)3.20255 204.20255 205.20256 10 2025AIAIAI202592.0325.12%16.4849.47% 202526.41%FlashDRAMDDR4 8GbAIAI PC2025MCUAI MCU12.98% 2025620261HA+H 37.2720251,154934Fabless 2026AIAI2026 20263 30 2025AIWSTS20257,72022%37%28%2,8001,18029.4%AIGPU NOR FlashSLC NANDFlashDRAM2025157DRAM99NOR Flash31SLC NAND Flash27DRAMAIDDR5HBMHBMDDR5DRAMSLC NAND FlashAI3D NANDeSSD2D NAND3D NAND2D NANDSLC NAND FlashNOR FlashAI MCU2025MCU210MCU32MCU 202025.9202429202458.3 2025830.9 FlashDRAMMCUPC 2025AIMCUAI MCUPCAI92.0325.12%16.4849.47% 2025 1.DRAMSLC NAND NOR Flash 26.41%DRAMSLC NAND FlashNOR Flash2025 FlashNOR Flash2025SLC NAND Flash20252D NANDSLC NAND Flash DRAMDRAM2025DRAMDDR4DDR4 8GbTVDRAM 20252026 MCUMCU12.98% 460%20257,000 Tier 1Flash3MCUGD32A7MCUGD32AMCU800 2. (1) NOR FlashSLC NAND FlashDRAM NOR Flash13512Kb2Gb52052020251.2V SoCSPI NOR FlashAIxSPI NOR FlashAI202545nmSPI NOR Flash SLC NAND Flash1Gb~8Gb3V/1.8VSPI NAND Flash2025QSPI NAND FlashIoT DRAM2025DDR4 8GbLPDDR4AIAI PC (2) MCU MCU69700MCU2025MCU AIGD32H7MCUAIMCUAIAIAI MCUGD32H78D/77D32MIPI DSIHMI GDSCN832EtherCAT®GD32H75EMCUGD32F503/50532MCUBMSAIMCUAFE GD32C231MCUBMS (3) IoT2025GSL6188 MoC (Match-on-Chip) PCWindows Hello(Windows Hello Enhanced Sign-in Security)MEMSE911 (4) GD30700PMICDC– DCLDOSoCBMS AFEBMS AFEADCDAC3DGD30GD32MCU 3. 20256202510 H20261 13A+HAI 4. 5.ESG ESGESG(UNGC) 1. NOR FlashSLC NAND FlashDRAMMCU (1) I. FlashMCUDRAMTWSPC II. NOR FlashMCUDRAMAIAI PC (2) 2023202537.271,53365.71%58.81%202522219889%13010379%20251,15493481%283695212 2. (1) 20202GbSPI NOR Flash512Kb2Gb2024SPI NOR Flash1.2V202545nmSPI NOR FlashSPI NOR Flash2Mb~2GbGD55LX02GESPI NOR Flash2025• NAND FlashSLC NAND Flash38nm24nm24nm1Gb~8Gb24nmGD5F1GM9 (QSPINAND Flash) DRAMDDR3L/DDR4/LPDDR4DRAMAI (2) MCU 32MCUGD32MCU69700MCUARM®Cortex®– M23 M3 M4 M33 M7RISC-V32MCUM7MCU M7MCU MCU110nm55nm 40nm 22nmMCU (3) (4) GD30700SoC 3. (1) (2) (3) 4.Fabless FablessIDMFabless 15 1. 2. (1) MCU 20247,356.025.1%20259,203.5(i)26.4%(ii) MCU13.0%(iii) 20245,194.226.4%20256,565.920241.4620251.4820243,553.224.8%20254,435.9(i)NOR Flash(ii)AINOR Flash(iii)HBMDDR5DRAMDRAM MCU MCU20241,690.513.0%20251,909.92024409.322.3%2025500.3(i)(ii)MCU20244.1320253.82 2024448.313.1%2025389.42024268.08.6%2025245.0 202415.52025332.8(i)20242024131.220252,137.6(ii)20240.1220250.16 20247.527.6%20255.42025 (i)(ii) (2) (i)(ii)(iii)(iv) 20244,732.818.4%20255,601.518.8%36.6%2024172.142.3%202599.3 (3) 20242,623.237.3%20253,602.025.1%202435.7%202539.1% 20242,091.534.5%20252,813.126.4%202440.3%202542.8% MCU MCU2024621.110.2%2025684.1MCU13.0%MCU202436.7%202535.8% 202473.83.3%202576.2202416.5%202519.6% 20241.62025123.0(i)(ii)202410.5%202537.0% 20247.333.8%20254.927.6% 20242025 NOR Flash (4) (i)(ii)(iii)(iv) 202512 31376.4202512314.1% (5) (i)(ii)(iii)(iv)(v) (6) (i)(ii)(iii)IT(iv)(v)(vi) (7) (i)(ii)(iii)(iv) (8) 25%16.5%2,000,0008.25%16.5% 10%120%15%100% (9) 202412 311,100.9202512 311,677.3 3. 2025202412 319,161.99,104.2 12 4. 202412 3110,104.3202512 3111,477.8(i)719.6248.0(ii)698.1 5. 202512 312,128.51,706.4(i)501.2(ii)152.3(iii)136.0(i)180.8(ii)170.7(iii)164.0(vi)105.3735.1 202512 311,390.6(i)1,330.3(ii)1,048.6(iii)364.91,327.9 202512 31516.9(i)1,097.7(ii)225.6(iii)64.0(i)516.5(ii)400.0 6. 202412 31202512 31898.2200.1 202512 314,988.2 202412 31101.1202512 3197.0 202512 31 7. 8. 9. 10. 202512 318,407.2 11. 20251.9 (Fabless) 37.27AIMCUAI MCU H 202512 315%20166IDMDRAM202512 311,085,672,4151.80%2,300.0202512 312,855.613.3%202512 3122.00 202512 315% H 202512 31 1. 20299,00320201,25220252,41920293,92012.83%40.8%43.5% NOR FlashSLCNAND FlashDRAMAI202520297.1%2029208.2DRAM132.17.4%NOR Flash41.87.6%SLC NAND Flash34.45.8%AI MCU2025MCU21020292938.7%AIMCU32MCU 202937.4202988.9 AI202583120291,1287.9%202549720296838.3% 2. (1) NOR Flash2024NOR Flash363.2%18.5%Omdia2025NOR Flash SLC NAND Flash2024 DRAMDRAMDDR4DDR3L LPDDR4DRAM2024DRAM (2)MCUMCU20241.2% (3)2024 1.AI AI (1)AIAIAIAI MCUMCUSoCAIAI (2)AIAIAI (3)AIAIAIAI 2. (1)MCU(2) 3. 4. AI 5. 6. 2026WSTS20269,75526.3%AI30%2026 1. FlashNOR FlashAIDRAMDRAM2026DDR4 8GbTVAILPDDR4LPDDR520252026AI PC MCUOmdiaMCU15.6MCUTier-12026H7F5MCU 2. 2026 3. AI 4.A+H 20261 132026 (1)AIMCUFlashMCU (2) (3) (4)(i)AI(ii) HC1 H (1)(2)(3)(4)(5) (1)(2)(3)(4)(5) 1. 2. 3. 4. (a)(b)(c)(d)(e)(f) 3268 35.41%64.59% 20256 20253H A. B. C3HH 3.133.13 ESG(ESG) (1)(2)(3)(4)(ESG)ESG(5)ESG(6)(7)(8) 22024(ESG)2025ESG2025 3.2120255 20 (1)(2)(3)(4) 5AH2025 1.20255 202.20255 20