UTime Subsidiary Lands US$50 Million Smart Server Intent Agreement, Powering Next-Gen Computing Infrastructure

Rhea-AI Summary

UTime (Nasdaq: WTO) reported that its Shenzhen subsidiary, Shenzhen Liandai, entered an Intentional Order Cooperation Agreement with Shenzhen Yunwei Digital for the potential supply of 500,000 GM800 smart servers, representing an estimated contract value of approximately US$50 million.

The GM800 is configured with an RK3566 chipset, 4GB RAM and 128GB storage. The agreement targets formal contract signing by mid-February 2026 and initial deliveries beginning by mid-February 2026, with performance continuing through 2027.

Positive

• Potential $50 million order for 500,000 GM800 servers
• Targeted contract signing by mid-February 2026
• Initial deliveries expected to begin mid-February 2026 through 2027

Negative

• Cooperation Agreement reflects intent to procure, not a definitive binding purchase order
• Order outcome remains contingent on final contract terms and execution

Argus Feb 3 session

+83.18% close to close Open Argus

Details

News Market Reaction – WTO

In the Feb 3 session, WTO gained 83.18%, reflecting a significant positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +83.2% in the session following this news. A strong positive reaction aligns with p...

Analysis

The stock surged +83.2% in the session following this news. A strong positive reaction aligns with prior responses to large commercial wins, such as the 61.09% move after the nearly $10 million wearables order on Dec 31, 2025. The potential $50 million, 500,000‑unit smart server agreement would mark another step-change in scale for a microcap trading near its 52‑week low. However, past divergence on some product launches suggests enthusiasm has not always been sustained.

Key Figures

Potential contract value: $50 million Smart servers volume: 500,000 units RAM configuration: 4GB RAM +4 more

Potential contract value

$50 million

Estimated value of smart server Cooperation Agreement

Smart servers volume

500,000 units

Potential supply under Cooperation Agreement with Shenzhen Yunwei Digital

RAM configuration

4GB RAM

GM800 smart server specification

Storage configuration

128GB storage

GM800 smart server specification

Target contract signing

mid-February 2026

Planned timing to finalize formal contract

Initial deliveries

mid-February 2026

Expected start of deliveries under Cooperation Agreement

Performance period end

2027

Planned conclusion of Cooperation Agreement performance

Historical Context

5 past events · Latest: Dec 31

5 events

1. Dec 31

   Large device order

   24h Move

   +61.1%

   Nearly $10M, 50,000-unit smart health device order into North America.

2. Nov 12

   Reverse stock split

   24h Move

   -5.3%

   1-for-100 reverse split to regain Nasdaq minimum bid compliance.

3. Nov 05

   Market expansion

   24h Move

   -0.2%

   Expansion of health-focused smart wearables into additional international markets.

4. Nov 03

   AI R&D update

   24h Move

   +14.5%

   AI models for hypertension risk and cardiovascular trend assessment from wearables.

5. Oct 30

   Product launch

   24h Move

   -10.7%

   Launch of smart ring for continuous sleep and health monitoring metrics.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SHENZHEN, China, Feb. 03, 2026 (GLOBE NEWSWIRE) -- UTime Limited (Nasdaq: WTO), a global technology company engaged in the design, development, and manufacturing of mobile devices and smart hardware products, today announced that its Shenzhen-based subsidiary, Shenzhen Liandai Technology Co., Ltd. (“Shenzhen Liandai”), has entered into a strategic Intentional Order Cooperation Agreement (the “Cooperation Agreement”) with Shenzhen Yunwei Digital Technology Co., Ltd. (“Shenzhen Yunwei Digital”) for the potential supply of 500,000 units of smart servers, representing an estimated contract value of approximately $50 million.

Under the Cooperation Agreement, Shenzhen Yunwei Digital has expressed an intent to procure 500,000 units of Shenzhen Liandai’s advanced GM800 model smart servers. These high-performance devices are powered by the RK3566 chipset and configured with 4GB of RAM and 128GB of storage, designed to meet the growing demands of modern computing infrastructure.

This Cooperation Agreement marks UTime’s strategic expansion into the high-value enterprise and cloud infrastructure sector, representing one of the company’s most significant commercial developments in recent years. The company believes that the US$50 million potential order demonstrates strong market validation of UTime’s technological capabilities and manufacturing scale in the competitive smart hardware landscape.

“The scale and value of this Cooperation Agreement reflect the growing confidence in our ability to deliver sophisticated computing solutions,” stated Mr. Hengcong Qiu, CEO of UTime Limited. “This potential US$50 million collaboration with Shenzhen Yunwei Digital represents a transformative opportunity for UTime to establish a significant presence in the enterprise server market. We are committed to advancing our discussions toward a definitive agreement that will position both companies at the forefront of smart infrastructure development.”

A senior executive from Shenzhen Yunwei Digital Technology commented: “After thorough evaluation, we have identified UTime’s technical expertise and production capacity as ideal for our infrastructure expansion plans. The GM800 server platform offers the perfect balance of performance and reliability we require. This agreement for 500,000 units forms the foundation of what we anticipate will be a long-term strategic partnership in building next-generation computing solutions.”

The Cooperation Agreement establishes a clear pathway for both parties to finalize comprehensive contract terms within the coming weeks, with targeted completion of formal contract signing by mid-February 2026. Initial deliveries under the Cooperation Agreement are expected to commence by mid-February 2026, with performance continuing through conclusion in 2027.

About UTime Limited

Trading under the NASDAQ ticker WTO, UTime Limited is engaged in the design, development, production, sales and brand operation of mobile devices in China and globally. The company aims to provide cost-effective products and serves a broad customer base.

Safe Harbor Statement

This press release contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements. The statements regarding the Cooperation Agreement itself, the initiation, negotiation and signing of any subsequent definitive contracts, and the anticipated delivery schedule and quantity of 500,000 GM800 servers (with an estimated total contract value of approximately US$50 million), are forward-looking statements and involve risks and uncertainties, including the risk that definitive agreements may not be finalized as currently contemplated, changes in procurement plans, manufacturing and supply chain constraints, and other factors, including those described in the Company’s SEC filings. These statements involve known and unknown risks, uncertainties and other factors that may cause the Company’s actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. For additional risk factors, please review UTime Limited’s Annual Report on Form 20-F and other SEC filings. Forward-looking statements are made only as of the date of this press release. The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required under applicable law.

Contact:
qhengcong@utimemobile.com
UTime Limited
7th Floor, Building 5A
Shenzhen Software Industry Base, Nanshan District
Shenzhen, People’s Republic of China 518061
Tel: (86) 755 86512266

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did UTime (WTO) announce about the US$50 million server order?

UTime announced an intent agreement for a potential $50 million order of 500,000 GM800 servers. According to the company, Shenzhen Yunwei Digital expressed intent to procure 500,000 units, with formal contract signing targeted by mid-February 2026.

Is the 500,000-unit GM800 order for WTO finalized or only an intent?

The arrangement is currently an intent agreement, not a finalized contract. According to the company, both parties aim to finalize comprehensive contract terms and sign a definitive agreement by mid-February 2026.

When will UTime (WTO) begin deliveries for the potential server order?

Initial deliveries are expected to commence by mid-February 2026. According to the company, performance under the Cooperation Agreement is planned to continue through conclusion in 2027.

What are the technical specifications of the GM800 servers in the WTO order?

The GM800 servers are powered by the RK3566 chipset and configured with 4GB RAM and 128GB storage. According to the company, these specifications target enterprise and cloud infrastructure performance needs.

How does the US$50 million intent agreement affect UTime's (WTO) business strategy?

The agreement signals UTime's strategic expansion into enterprise and cloud infrastructure markets. According to the company, the potential order demonstrates market validation of UTime's manufacturing scale and technical capabilities.