AIMD News & Events

"In 2025 we maintained a disciplined financial approach while supporting SmellTech platform's scale. Total revenue increased approximately 499% year over year, mainly reflecting progress in our AI Nose commercialization. Gross margin improved significantly to approximately 82.9% in 2025, compared to a gross loss in 2024. Total operating expenses, excluding share-based compensation, depreciation and amortization, decreased 9% year-over-year, reflecting operational discipline as we prepare for deployment-driven growth, while reported operating expense increased about 2%," Christopher Lee, CFO, commented. "Subsequent to year-end, we strengthened our financial position through a New Taiwan Dollar 90 million financing, providing additional liquidity to support ongoing operations and deployment execution. This capital enhances our flexibility as we scale AI Nose commercialization while maintaining a disciplined approach to capital allocation," Lee added.

"2025 marked our transition in expanding AI Nose's commercial focus from healthcare into industrial markets. Our focus in 2025 was building the platform and partnerships required for scale," said Eddy Tsai, Chairman and CEO of Ainos. "As we enter 2026, that groundwork is translating into operational momentum, with early AI Nose deployments underway, particularly in semiconductor environments. As deployments expand, AI Nose generates Smell ID data that continuously trains our SLM, reinforcing our long-term data advantage."

Ainos highlighted its inclusion in The Wall Street Journal article "The E-Nose Knows: AI Learns to Smell," which underscores the emergence of AI capable of sensing and interpreting smell-expanding beyond traditional modalities such as vision, speech, and language. The article describes how AI-powered electronic nose systems are being applied across healthcare diagnostics, environmental monitoring, and industrial settings, including semiconductor manufacturing. The report also references Ainos among companies advancing AI smell technology. As highlighted in the report, smell-based AI remains at an early stage of development-comparable to computer vision decades ago-with potential applications spanning disease detection through breath analysis, industrial monitoring, and safety systems. Ainos believes digital olfaction represents a multi-year growth opportunity, with scent emerging as a new AI data modality. As computer vision evolved into a ubiquitous technology and a large market over time, AI-driven scent sensing is at the beginning of a similar adoption curve, supported by the development of scalable "Smell Data" and "Smell ID" frameworks. AI Nose, a trainable AI olfaction platform, originated in healthcare applications requiring high precision and sensitivity in detecting complex scent patterns. This technical foundation supports expansion into industrial and robotic environments, where continuous, real-time chemical sensing may enable predictive monitoring, automation, and safety improvements. Ainos has initiated early-stage commercial deployment of AI Nose in semiconductor manufacturing environments, where ultra-clean conditions, and precise chemical control are essential. The Company is executing a signed deployment of 1,400 AI Nose systems in backend semiconductor environments. This deployment represents the initial phase of a broader roadmap targeting up to 20,000 systems. In parallel, Ainos is pursuing validation in front-end wafer fabrication environments with approximately 200 AI Nose systems, alongside early integration into robotic and quadruped inspection platforms.

Ainos, announced continued validation testing of its AI Nose platform within advanced semiconductor front-end wafer fabrication environments. As part of this qualification phase, Ainos plans to install approximately 200 AI Nose systems across targeted front-end facilities in the first quarter of 2026 for technical validation. These deployments would set the foundation for commercial integration in front-end wafer fabrication facilities, subject to customer review and formal commercial approval. Front-end wafer fabrication represents one of the most demanding industrial environments globally, requiring precise chemical process control and continuous cleanroom monitoring. Ainos believes the expanded validation reflects growing interest in integrating scent intelligence into semiconductor manufacturing systems. This front-end initiative builds on Ainos' broader deployment roadmap within the semiconductor ecosystem. Ainos is also executing Phase 1 deployment of 1,400 AI Nose systems with its back-end semiconductor customer. That phase represents approximately $2.1 million in total value under a three-year subscription framework and targets completion in the second quarter of 2026. The broader roadmap contemplates deployment of up to 20,000 AI Nose systems across the back-end customer's facilities, subject to technical validation and contractual conversion. If fully executed, the program could approach $10 million in annual subscription value.