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Leyshen Tech Bets Big on AI Hardware Amid Global Push

Leyshen Technology Charges Ahead with AI Hardware Strategy

Against a backdrop of fluctuating tech markets, Leyshen Technology (BSE: 920190) posted notable gains last week, with shares climbing 3.66% to close at ¥27.45. The uptick comes as investors respond positively to the company's aggressive push into AI-enabled hardware products.

Financial Foundations Remain Strong

The Beijing-based hardware specialist reported Q3 2025 revenue of ¥2.286 billion, marking nearly 14% year-over-year growth. Net profits followed suit, rising over 10% to ¥20 million. Perhaps most tellingly, the company boosted inventory reserves to ¥734 million - a strategic buffer against volatile memory chip prices that demonstrates prudent supply chain management.

"These numbers show we're building from strength," analysts suggest, noting how Leyshen's financial discipline positions it well for upcoming product launches.

CES Showcase Signals AI Ambitions

At January's CES expo in Las Vegas, Leyshen unveiled its vision for "AI Hardware Everywhere" through several prototype devices:

  • Next-gen AI PCs promising desktop-level performance
  • Smart glasses blending augmented reality with personal assistance
  • Gaming peripherals enhanced by real-time AI analytics

The product roadmap suggests Leyshen isn't just chasing trends but attempting to define how consumers will interact with artificial intelligence in daily life.

Going Global: From China Focus to Worldwide Reach

Currently operating in 45 countries via Amazon and AliExpress channels, Leyshen has set an ambitious target: deriving half its revenue from overseas markets within three to five years. This globalization push represents both opportunity and challenge for the firm traditionally strongest in its domestic market.

The strategy appears two-pronged:

  1. Leveraging e-sports popularity as a gateway product category
  2. Using AI differentiation to compete against established hardware brands

Industry watchers will be monitoring whether Leyshen can translate its Chinese market success into sustained international growth.

Key Points:

  • Steady financials support aggressive R&D investment
  • AI hardware lineup targets multiple consumer use cases
  • Overseas expansion could make or break long-term ambitions
  • Gaming ecosystem serves as beachhead for broader tech adoption

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