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Funding

Apple supplier Lingyi iTech prices $1.06B Hong Kong IPO; allocates $1.71B to AI server and robotics hardware

Lingyi iTech Guangdong Co., an electronics components supplier to Apple, Huawei, and Samsung, priced its Hong Kong IPO on June 25, 2026, at HK$10.18 per share (top end of marketed range), raising HK$8.3 billion ($1.06 billion) from the sale of 811.8 million shares. The company is dual-listed, already trading on Shenzhen exchange (002600.SZ); trading commenced on the Hong Kong Stock Exchange on June 26. The offering attracted cornerstone investors including GF Fund Management, Qube Research & Technologies, and Value Partners Group.

Lingyi plans to deploy approximately 37.6% of IPO proceeds ($307 million) toward manufacturing capacity and process upgrades. Of that, roughly $171 million will go over the next three years to emerging segments: high-density AI servers, humanoid robot hardware, and AI optical communication infrastructure. The remaining proceeds will fund working capital and general corporate needs. This allocation signals Lingyi's pivot beyond smartphones and consumer electronics toward AI infrastructure and robotics, where it has secured partnerships with over 20 Chinese robotics companies and leading North American robotics customers.

The Hong Kong listing is part of a broader recovery in Asia's IPO market. Hong Kong IPOs and second listings have raised $21.5 billion so far in 2026, more than double the $10.5 billion raised in the same period of 2025. Lingyi's Shenzhen-listed shares rallied 10% on the day of the IPO announcement and have risen over 90% in the past year. Gray market trading on the Hong Kong listing suggested a 22% pop on debut.

For supply-chain investors and infrastructure planners, Lingyi's IPO and capital allocation underscore the shift in electronics manufacturing from consumer-facing products toward AI infrastructure components. The company's $171M bet on AI server hardware and robotics over three years, combined with its existing manufacturing expertise in thermal management and precision components, positions it to compete for tier-2 and tier-3 supplier roles in the data center supply chain. Teams sourcing equipment or examining regional manufacturing capacity should flag Lingyi as an emerging supplier in the Asia-Pacific AI infrastructure ecosystem.

Sources