China policies requiring or incentivizing the use of domestically-made AI chips are paying off as “semiconductor firms post heavy 2025 profits,” state-controlled media report. (Note: 2 of the 3 AI chip makers in the story posted losses, but... state media)
-Cambricon, a top AI chip designer, reported a net profit 2.2 billion yuan (US$316 million) in 2025-Moore Threads said its loss narrowed to 1 billion yuan-MetaX said its loss narrowed to 798 million yuan.Non-AI chips:-Great Microwave Tech, which designs RF chips for satellite comms, expects a 145 million yuan profit (US$21 million) in 2025-Biwin Storage Tech expects a 1 billion yuan net profit-China Micro Semicon and GigaDevice Semiconductor also expect to post 2025 profits.Equipment:Circuit Fabology said net profit rose 84% year-on-year to 295 million yuan.Advanced Micro-Fabrication said net profit rose 35% to 2.2 billion yuanPrimarius, an EDA software developer, expects a 36 million yuan profit. #China #semiconductorsSource: Dan Nystedt
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