AINikkei Asia1h ago
Analysis: total net profit at ~190 chipmakers listed in mainland China
Analysis: total net profit at ~190 chipmakers listed in mainland China rose 620% YoY in H1 2026, driven by the AI boom and China's self-sufficiency campaign
TL;DRChinese chipmakers' profits jumped 620% in first half of 2026, fueled by AI demand.
Why it matters: China's chip sector is rapidly strengthening, reducing dependence on foreign suppliers and reshaping global semiconductor competition.
SHANGHAI — Earnings at Chinese chipmakers have grown more than 600% during the first half, buoyed by the artificial intelligence boom …
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