AI Chipmaker Cambricon's Sales Miss Points to Tight Chip Supply in China
Revenue doubled to 3.53 billion yuan, but Cambricon missed analyst estimates as China’s chipmakers face supply shortages and export controls.
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AI chipmaker Cambricon's sales miss points to tight chip supply in China
Cambricon’s revenue doubled to 3.53B yuan in the third quarter, well short of the 6.26B analysts expected, Bloomberg reported. Profit rose 148%, and the company kept its 2026 target. Chinese AI chipmakers face shortages of high-bandwidth memory and limited access to advanced manufacturing. Cambricon, one of China’s main makers of AI chips, missed sales forecasts […] This story continues at The Next Web
Cambricon’s third quarter profit surges 148% amid push to replace Nvidia
Chinese artificial intelligence chip giant Cambricon Technologies reported a 147.7 per cent surge in third-quarter profit on Friday, as the country’s aggressive push to replace Nvidia chips continues to fuel high growth among local chipmakers. The Shanghai-listed chipmaker generated 1.4 billion yuan (US$210 million) in net profit for the three months ended September 30, up from 566.6 million yuan during the same period last year. Revenue reached…
In the third quarter of 2025, Cambricon doubled its year-on-year revenue, but fell below the sales expected by analysts. The result reflected the limits faced by Chinese AI chip manufacturers: demand was growing, but the shortage of advanced memory and manufacturing restrictions made it difficult to turn it into deliveries.
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