---
title: "AI Boom Enriches Chinese Chipmakers: Net Profit of Nearly Two Hundred Companies Skyrockets by 620%"
description: "The global AI boom has driven a 620% surge in the net profit of 190 Chinese semiconductor companies in the first half of 2026 amid import substitution."
date: 2026-09-25T15:48:21.000Z
lang: en
url: https://xab.info/en/posts/ai-boom-enriches-chinese-chipmakers
tags: [ai-boom, china-semiconductors, cxmt, ymtc, tech-news]
publisher: "XAB.info"
---

# AI Boom Enriches Chinese Chipmakers: Net Profit of Nearly Two Hundred Companies Skyrockets by 620%

![Chinese memory chip manufacturer amid the AI boom](https://xab.info/media/2026/09/25/ii-bum-obogatil-kitayskih-chipmeykerov/ii-bum-obogatil-kitayskih-chipmeykerov-1.webp)

## 🎯 Key Points

- Net profit of 190 Chinese semiconductor companies grew by 620% in H1.
- CXMT's revenue reached $22.4 billion, and net profit hit $11.55 billion.
- YMTC's revenue for Q1 2026 increased nearly fivefold to $7 billion.
- China aims to build a largely independent semiconductor industry by 2030.

The global artificial intelligence boom continues to exert a powerful influence on the technology sector, but Chinese semiconductor manufacturers are increasingly becoming the primary beneficiaries of this process. Amid severe Western sanctions and restrictions on advanced equipment supplies, the domestic industry is demonstrating unprecedented growth rates, driven by import substitution policies and colossal domestic demand.

### Financial Surge of China's Semiconductor Industry

According to Wind statistics, the combined net profit of 190 public Chinese semiconductor-related companies surged by an impressive 620% year-on-year in the first half of the current 2026. Meanwhile, their total revenue increased by only 68%. This gap between revenue and expenses clearly indicates an outstripping growth in business margins amid component shortages and the market's willingness to pay high prices for available products.

### Successes of Market Leaders — CXMT and YMTC 

The locomotives of this rapid leap were leading memory manufacturers CXMT and YMTC, whose financial indicators are breaking all historical records. Thus, CXMT's net profit for the first six months of 2026 reached $11.55 billion, completely covering last year's losses, while revenue of $22.4 billion already exceeded sales figures for the entire previous year. YMTC demonstrates equally massive success: in the first quarter of the current year alone, its revenue increased almost fivefold to $7 billion, and net profit reached $5 billion, more than twice surpassing the results of the entire 2025.

### Government Support and Independence Plans 

Experts note that in addition to market factors, massive state support and subsidy measures by the Chinese authorities played a significant role in financial success. Lithography equipment manufacturer AMEC also reported a fourfold increase in net profit. Beijing's strategic goal is to build a largely independent semiconductor ecosystem free from Western technology influences by 2030. To finance further business expansion, giants like CXMT are going public, and YMTC also intends to follow suit, expecting to raise about $5 billion.

## 🔍 Fact-Check Verification

- [ИИ-бум обогатил китайских чипмейкеров — чистая прибыль почти двух сотен компаний взлетела на 620 % window-new](https://3dnews.ru/1148957/iibum-obogatil-kitayskih-chipmeykerov-chistaya-pribil-pochti-dvuh-soten-kompaniy-vzletela-na-620-) - Основной источник информации о финансовых показателях китайских чипмейкеров за первое полугодие 2026 года.
- [Китайские CXMT и YMTC объединились для выпуска импортозамещённой HBM3](https://3dnews.ru/1128608/kitayskie-cxmt-i-ymtc-reshili-obedinit-usiliya-dlya-proizvodstva-hbm3) - Основной источник информации о финансовых показателях китайских чипмейкеров за первое полугодие 2026 года.
- [Китайский производитель памяти CXMT планирует выпускать флеш-память для SSD](https://overclockers.ru/blog/Global_Chronicles/show/264384/Kitajskij-proizvoditel-pamyati-CXMT-planiruet-vypuskat-flesh-pamyat-dlya-SSD) - Подтверждение масштабирования бизнеса компании CXMT.
- [Wccftech: китайские компании CXMT и YMTC не смогут повлиять на текущий дефицит оперативной памяти](https://overclockers.ru/blog/link1pc_bl0g/show/249174/Wccftech-kitajskie-kompanii-CXMT-i-YMTC-ne-smogut-povliyat-na-tekuschij-deficit-operativnoj-pamyati) - Подтверждение масштабирования бизнеса компании CXMT.

## ❓ FAQ

### Q: How much did Chinese chipmakers' profits grow?
**A:** The combined net profit of 190 public Chinese semiconductor companies grew by 620% year-on-year.

### Q: Which companies became the main beneficiaries of the AI boom in China?
**A:** The largest beneficiaries are memory manufacturers CXMT and YMTC, as well as lithography equipment maker AMEC.