AI News（October 18th， 2025 News）- Yesterday evening， Cambricon released its third-quarter financial report for 2025.
According to the announcement， the company achieved a third-quarter operating revenue of 1.727 billion yuan， a year-on-year increase of 1332.52%. It also reported a net profit attributable to the parent company of 567 million yuan， turning losses into profits year-on-year.
In the first three quarters of the year， Cambricon’s operating revenue reached 4.607 billion yuan， a substantial year-on-year increase of 2386.38%. The company also reported a net profit attributable to the parent company of 1.605 billion yuan， successfully moving from a loss-making position to profitability.
Cambricon attributed this significant revenue growth to its continuous market expansion efforts and its role in facilitating the implementation of artificial intelligence applications. This indicates a successful strategy of broadening its reach and supporting the practical deployment of AI technologies across various sectors.
However， a closer look at the quarterly figures reveals a sequential decline. In the third quarter， Cambricon’s revenue decreased by 2.4% compared to the second quarter， and its net profit also saw a quarter-on-quarter decrease of 17%. This suggests that while the year-on-year growth is remarkable， there might be some short-term fluctuations or evolving market dynamics impacting sequential performance.
In terms of stock performance， as of the market close on October 17th， Cambricon’s stock was trading at 1247.68 yuan per share， marking a daily decline of 2.07%. The company’s market capitalization stood at 522 billion yuan. Notably， its share price was lower than that of Kweichow Moutai， a well-established consumer staple company， which was trading at 1455 yuan per share.
Publicly available information outlines Cambricon’s core business as the research， design， and sale of artificial intelligence core chips that are utilized in various cloud servers， edge computing devices， and terminal devices. This positions the company at the forefront of the AI hardware revolution， providing the foundational technology for advanced computing.
Currently， Cambricon’s primary business segments encompass cloud product lines， edge product lines， IP (intellectual property) licensing， and software solutions. This diversified approach allows them to cater to a wide range of AI implementation needs.
Historically， Cambricon made a significant debut in 2016 with the release of its first commercial edge AI chip， the Cambricon 1A. This chip was famously integrated into Huawei’s Kirin 970 processor， empowering Huawei’s flagship Mate 10 smartphone with robust on-device intelligent processing capabilities. This early success marked a pivotal moment for Cambricon， showcasing its potential in mobile AI.
Following the success of the Cambricon 1A， the company further developed and launched several other edge AI products， including the 1M and 1H series. These chips found applications in diverse fields such as image recognition， intelligent driving， speech recognition， and natural language processing， underscoring Cambricon’s consistent innovation in AI hardware.
This year， the company has benefited from a favorable market environment， partly due to US export restrictions on chip technology. This has created an opportunity for domestic computing chip manufacturers， like Cambricon， to capture a larger share of the market. Consequently， Cambricon’s stock price has seen a cumulative increase of over 89% year-to-date， and it has， on multiple occasions this year， surpassed the market capitalization of Kweichow Moutai. This surge in valuation reflects investor confidence in Cambricon’s growth prospects and its strategic positioning within the Chinese AI ecosystem.
