Domestic AI Chip Leader: Cambricon’s Stunning H1 E

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Aug 26 – Cambricon Technologies released H1 2025 earnings with extraordinary results: revenue surged 4,347.82% YoY (43.48x) to $411.6M, achieving a key profitability breakthrough.

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It turned profitable in H1: $148.3M net profit (attributable to shareholders), $130.4M non-GAAP net profit. Key metrics: 17.31% weighted average ROE, $1.2B total assets (+25.34% YoY), 40,800 shareholders, $0.36 basic EPS.

R&D stayed steady amid growth: H1 R&D rose 2.01% YoY (15.85% of revenue), fueling tech and product innovation.

Earnings growth came from AI chip and software platform breakthroughs: products are scaled/verified in telecom, finance, and internet; platform reliability/usability improved, with AI versatility recognized.

Segment wins:

  • Internet: Large-scale deployment in large-model/multimodal scenarios.
  • Ecosystem: PyTorch support (faster performance), expanded large-model coverage, higher training throughput.
  • New reinforcement learning (matching competitors) and better tools; multi-chip training ranks among industry’s most versatile.

Cambricon’s turnaround highlights domestic AI chip firms’ strength and potential.

ICgoodFind: We’ll track Cambricon’s tech and market moves for key industry updates.

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