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Chinese AI Chips Post Record Profits

Chinese AI Chips Post Record Profits

Chinese chip designers Cambricon, Moore Threads, and MetaX reported strong earnings driven by surging domestic demand for semiconductors amid Beijing's tech self-sufficiency drive. Cambricon achieved its first full-year profit of 2.06 billion yuan (US$301 million) in 2025 since its 2020 listing. This reflects growing reliance on local alternatives to Nvidia.

SCMP TechnologyMediaFeb 27#earnings#chinese-chips#self-sufficiency
China Targets Photoresist Monopoly

China Targets Photoresist Monopoly

China is intensifying efforts for semiconductor self-sufficiency by targeting photoresist, a critical light-sensitive chemical for lithography. This material etches microscopic circuits on silicon wafers. Fu Zhiwei of Xuzhou predicts accelerated breakthroughs and large-scale application soon.