China’s semiconductor firms post hefty 2025 profits amid AI boom, tech self-reliance drive

South China Morning PostCenter-RightEN 1 min read 100% complete by Coco FengJanuary 31, 2026 at 07:00 AM

AI Summary

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Chinese semiconductor companies experienced significant profit growth in 2025, driven by the expansion of AI infrastructure and China's efforts to achieve technological self-reliance. GPU designer Cambricon Technologies reported its first profitable year, with a net profit of 2.2 billion yuan, due to increasing demand for AI computing power. Other GPU designers, including Moore Threads Technology and MetaX Integrated Circuits, also saw reduced losses and increased revenue. Moore Threads attributed its progress to demand for its flagship GPU, while MetaX highlighted its development of a compatible and independently controlled software ecosystem. Donghai Securities projects continued growth for related A-share companies, attributing it to the ongoing AI boom.

Key Entities & Roles

Key Player Opposition Context

Donghai Securities 40% Shanghai ×250% Beijing 50% MetaX Integrated Circuits 60% Nvidia 60% Moore Threads Technology 70% Cambricon Technologies 80% China ×290%

Keywords

semiconductor industry 90% artificial intelligence 80% tech self-reliance 70% gpu 70% ai chip 60% profit growth 60% china 50% computing power 40% software ecosystem 40%

Sentiment Analysis

Positive

Score: 0.40

Source Transparency

Source

South China Morning Post

Political Lean

Center-Right (0.50)

Far LeftCenterFar Right

Classification Confidence

90%

Geographic Perspective

China

This article was automatically classified using rule-based analysis. The political bias score ranges from -1 (far left) to +1 (far right).

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semiconductor industry artificial intelligence tech self-reliance gpu ai chip profit growth china computing power software ecosystem

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