Chinese chipmaker NOVOSENSE released a positive 2025 earnings forecast, signaling a strong turnaround. The company projects annual revenue between 3.3 and 3.4 billion yuan, representing a year-over-year growth of over 68%. Simultaneously, net loss attributable to shareholders is expected to narrow significantly to a range of -250 to -200 million yuan.

This improvement is driven by robust demand across key sectors. Strong growth in automotive electronics and recovery in the broader energy sector, including solar and storage, provided a solid foundation. Furthermore, demand from server power supply clients surged due to AI infrastructure build-out.

A major contributor to the top-line growth is the strategic acquisition of MEMSIC, which has been fully integrated and expanded the company's product portfolio. NOVOSENSE has solidified its leadership in the domestic automotive isolation chip market, with cumulative shipments exceeding 1 billion units.

The narrowing losses reflect the scaling benefits of higher revenue, even as the company continues significant investments in R&D, talent, and market expansion. Investor confidence is also rising, evidenced by Morgan Stanley increasing its stake in the company in late January.

ICgoodFind : NOVOSENSE's impressive revenue growth and narrowing losses, fueled by automotive and AI demand alongside strategic M&A, position the company for a stronger financial trajectory, bolstered by institutional investor support.