Twenty-six US semiconductor firms, from Qualcomm to Nvidia, saw their China revenue climb by an average of 20 per cent last year, despite trade tensions, according to a new analysis.The data, featured in the latest “Hurun Top 100 US Enterprises in China 2026” report released by the Hurun Research Institute on Monday, tracks the performance of 100 publicly listed American companies based on their revenue in China last year.Among the top 100 earners in China, 26 were from the semiconductor industry, which both Beijing and Washington have listed as a strategic sector. The US also imposed restrictions on exports of artificial intelligence (AI) computing power and high-end chips to China, pushing the world’s second-largest economy to accelerate domestic development.
SRCSouth China Morning Post
LANGEN
LEANCenter-Right
WORDS119
ENT9
MON · 2026-05-25 · 15:03 GMTBRIEF NSR-2026-0525-79068
NSR-2026-0525-79068News Report·EN·Technology
US chipmakers in China see revenue rise, defying trade tensions: Hurun list
Despite ongoing trade tensions, 26 US semiconductor companies, including Qualcomm and Nvidia, experienced an average revenue increase of 20% in China last year. This finding is part of the Hurun Research Institute's "Hurun Top 100 US Enterprises in China 2026" report, which analyzes the performance of 100 publicly listed American firms based on their China revenue.
Themis QiSouth China Morning PostFiled 2026-05-25 · 15:03 GMTLean · Center-RightRead · 1 min
South China Morning PostFIG 01
Reading time
1min
Word count
119words
Sources cited
1cited
Entities identified
9entities
Quality score
100%
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Briefing Summary
AI-generatedNEWSAR · AI
Despite ongoing trade tensions, 26 US semiconductor companies, including Qualcomm and Nvidia, experienced an average revenue increase of 20% in China last year. This finding is part of the Hurun Research Institute's "Hurun Top 100 US Enterprises in China 2026" report, which analyzes the performance of 100 publicly listed American firms based on their China revenue. These semiconductor firms represent a significant portion of the top earners in China, a sector both the US and China consider strategic. The US has implemented export restrictions on AI computing power and high-end chips to China, prompting China to accelerate its domestic chip development.
Confidence 0.85Sources 1Claims 4Entities 9
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Article analysis
Model · rule-basedFraming
Technology
Economic Impact
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AI-assessed
CalmNeutralAlarmist
Factuality
0.90 / 1.00
Factual
LowHigh
Sources cited
1
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Key claims
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The US imposed restrictions on exports of AI computing power and high-end chips to China.
factualArticle
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1.00
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26 of the top 100 earners in China were from the semiconductor industry.
statisticHurun Research Institute
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1.00
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The Hurun Top 100 US Enterprises in China 2026 report tracks performance of 100 publicly listed American companies based on their revenue in China last year.
factualHurun Research Institute
Confidence
1.00
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Twenty-six US semiconductor firms saw their China revenue climb by an average of 20% last year.
statisticHurun Research Institute
Confidence
1.00
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Full report
1 min read · 119 words§ 05
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9 identifiedKey playerOppositionContextPositiveNeutralNegative
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10 termsus chipmakers
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china revenue
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trade tensions
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semiconductor industry
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artificial intelligence
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export restrictions
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hurun report
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qualcomm
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nvidia
0.40
domestic development
0.40
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