The South China Morning Post reported on 16 October that Chinese chip-supply firms have shared early, unaudited profit signs, and the causes differ. Yuanjie Semiconductor, which makes laser chips for optical communications, expects third-quarter net profit of 403 million to 453 million yuan, up 579 to 660 per cent. It says data-centre demand is driving shipments. Accelink Technologies, an optical module supplier, forecast nine-month profit growth of 65 to 82 per cent, pointing to AI spending and cloud investment. Hygon Information projected nine-month revenue, not profit, up 50 to 64 per cent.
Other results have different roots. Storage firm Longsys Electronics expects nine-month net profit of 14 billion to 14.9 billion yuan, roughly 20 times last year's. It said memory price rises slowed in the third quarter, so they helped less. Wafer maker Eswin's profit of about 151 million yuan leaned on investment gains tied to its customers' share listings. It still expected a loss without one-off items. MetaX, a GPU designer, said more orders gave it a nine-month profit, but the report states no amount. Final third-quarter results are not out.
The Post cites Hygon saying customers increasingly pick domestic chips over foreign ones. It also cites TrendForce projecting that Chinese-designed chips will hold almost 90 per cent of China's high-end AI processor market this year. Buyers can check whether their stack relies on chips, optical links or memory, since the drivers differ.