11 days, 6 boards: Xuguang Electronics states that since the beginning of 2026, the company's controllable nuclear fusion related products have not yet delivered and generated revenue.
Xuguang Electronics has issued a risk warning regarding its classification with "controlled nuclear fusion" and "aluminum nitride" concepts. The company stated that as of early 2026, it has not generated revenue from controlled nuclear fusion products, and aluminum nitride products accounted for only about 5% of its first-quarter revenue, having a minimal impact on its current performance. Separately, the company announced a 50 million yuan investment in Yuanli Semiconductor, a startup focused on Chiplet-based AI inference chips for edge computing, acquiring a 0.97% stake. AI
IMPACT Minor investment in an AI chip startup may contribute to edge computing solutions, but the primary focus is on clarifying existing business claims.