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- China A-Share Semiconductor Q3 Results Show Storage Strength and Divergent AI Outcomes
An authorized TMTPost roundup of Semiconductor Industry Vertical’s review of A-share semiconductor disclosures says that, as of October 30, 173 companies had reported third-quarter results and 143 were profitable in the first nine months. ChangXin Technology ranked first among disclosed companies with approximately RMB54.435 billion in single-quarter attributable profit. The report says Moore Threads recorded its first positive adjusted net profit and MetaX reported RMB308 million in adjusted attributable net profit, while edge-AI companies such as Espressif and Bestechnic posted divergent results. It attributes strong performance among domestic memory producers to tight DRAM supply, higher prices and AI-server demand, but notes that some module makers had slower sequential profit growth. These figures and rankings are reported by the roundup and were not independently confirmed here.
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