Shanghai Xizhi Technology Co., Ltd.
- 業種
- AI Chips
- 取引所
- 香港株
- 国 / 地域
- Hong Kong
- 従業員数
- 257
- 公式サイト
- www.xztech.ai
総合バリュエーションレンジ · 保守的 HK$150–HK$240 / 妥当 HK$350–HK$500 / 楽観的 HK$700–HK$1,150。HK$304.6 時点で 保守的レンジと妥当レンジの間。
レポート公開時 HK$569.5(2026年6月4日)
データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Shanghai Xizhi Technology Co., Ltd. designs, develops, and manufactures optoelectronic hybrid computing power solutions in China. The company's products include a photonic computing evaluation board, an optoelectronic hybrid computing accelerator card, and optical interconnect hardware products. The company was founded in 2017 and is headquartered in Shanghai, China.
沿革
Shanghai Xizhi Technology Co., Ltd. (Lightelligence) traces its origins to 2017, when founder Shen Yichen published research on deep learning with coherent nanophotonic circuits; Lightelligence, Inc. was incorporated in the United States that October, and the Shanghai operating entity was established in China in 2018. Headquartered in Shanghai, it designs and manufactures optoelectronic hybrid computing solutions and launched the PACE photonic computing platform in 2021. After a 2024 restructuring, it listed on the Hong Kong Stock Exchange on 28 April 2026 (code 01879) at HK$183.2.
業界での地位
The company develops two product lines built on its oNOC, oNET, and oMAC technologies: optical interconnect, which contributed about 79% of 2025 revenue, and optical computing, about 20.8%. It positions itself as a protocol-agnostic, independent supplier of Scale-up optical interconnect and optical switching for domestic GPU super-nodes, and reports roughly 88.3% share of China's independent Scale-up optical-interconnect segment. In the overall China market, however, Huawei holds 98.4% (largely captive) and Xizhi about 1.4%. Silicon photonics relies on mature process nodes; competitors include NVIDIA, Broadcom, Marvell, Ayar Labs, and Lightmatter.
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