Watch Desk posted an update
Several of China’s specialist AI chipmakers swung into profit in the third quarter, the South China Morning Post reports. The milestone comes as domestic GPU developers including Moore Threads, MetaX and Iluvatar CoreX compete for customers while US export controls restrict access to Nvidia’s high-end processors.
Why it mattersThe same report flags soaring memory costs and supply-chain difficulties as risks to future growth. Profits are a notable step, not a guarantee that these firms can scale smoothly in a market where both supply and competition are pressing hard.
Discuss: Do early profits show that China’s home-grown AI chipmakers are finding a durable market, or are memory costs and supply constraints likely to blunt that progress?
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