Raspberry Pi Profit Surges 63% as AI Edge Demand and Semiconductor Sales Hit Records

Financial Times / Hacker News (29pts)·medium signal

Raspberry Pi reported pre-tax profit of $26.5M (+63% YoY) on FY2025 revenue of $323.2M (+25% YoY), with shares surging up to 24%. Semiconductor unit volumes exceeded board sales for the first time at 8.4M units, confirming the shift toward a two-franchise business. Jefferies raised its 2026 revenue forecast 42% to $511M, citing AI edge computing demand. The company flagged DRAM supply constraints limiting H2 visibility. This signals AI edge inference becoming a real revenue driver for hardware companies, not just a narrative — but memory chip costs remain the bottleneck.