Star Market Chip Design Q3 Report: 67 Companies with Revenue Growth, Storage and Computing Power Lead

According to statistics from Cai Lian She Venture Capital Tong, 76 chip design companies on the Sci-Tech Innovation Board have disclosed their third-quarter reports, among which 67 companies have positive revenue growth (accounting for 88.16%), and 53 companies have positive net profit attributable to shareholders (accounting for 69.74%). The industry as a whole is recovering, with storage and computing power becoming the two main lines of performance elasticity.

The storage segment performed outstandingly, with Changxin Technology achieving revenue of 269.024 billion yuan in the first three quarters, a year-on-year increase of 738.5%; Baiwei Storage reported revenue of 21.717 billion yuan, a year-on-year increase of 230.3%; and Dongxin Co., Ltd. reported revenue of 3.292 billion yuan, a year-on-year increase of approximately 475%. The computing power and interconnect segments followed closely, with Cambrian achieving revenue of 9.526 billion yuan, a year-on-year increase of 106.8%; Haiguang Information reported revenue of 14.955 billion yuan, a year-on-year increase of 57.6%; and Lanke Technology reported revenue of 5.414 billion yuan, a year-on-year increase of 33.4%.

In addition, among the 28 companies that reported losses in the same period last year, 13 have turned losses into profits, and 6 have narrowed their losses. Overall, the chip design segment has entered a structurally prosperous phase driven by demand for AI infrastructure.