Several leading Chinese CPU and GPU manufacturers have reported surging revenues and profits for the first three quarters of 2025. The growth is fueled by soaring global AI demand and an accelerated push for domestic substitution in China's tech sector, marking a industry-wide shift from R&D to commercial scaling.

Key performers include:

• Hygon Information: Revenue surged 54.65% to 9.49 billion yuan, driven by its high-end CPUs and data center units (DCUs).

• Cambricon: Revenue skyrocketed 2,386.38% to 4.607 billion yuan, with its cloud and edge AI chips being the primary growth engine.

• Rockchip: Net profit jumped 121.65%, powered by its flagship AIoT and automotive electronics processors.

• Allwinner Tech: Q3 net profit soared 267.4%, aided by the mass production of its RISC-V architecture chips.

The reports indicate the industry is maturing, with large-scale commercial deployment becoming the key revenue driver. Companies are heavily investing in R&D and ecosystem building, focusing on adapting their hardware for large AI models. While challenges like margin pressure and intense high-end competition remain, the sector shows strong, structured growth.

ICgoodFind : Domestic CPU/GPU sector is entering a virtuous cycle, with companies possessing core technology and application adaptability positioned to lead.