Citic-Prudential Cyclical Rotation Hybrid Fund(LOF)-A

Cambwuji Plans to Increase AI Chip Production by Over 200% in 2026

NVIDIA and Foxconn Partner to Introduce AI into Factories and Production Lines

Zhongji Innolight released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 25 B, actual EPS CNY 6.3769

Zhongji Innolight released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 10.22 B (forecast CNY 10.75 B), actual EPS CNY 2.7788 (forecast CNY 2.8623)

Foxconn to Deploy Humanoid Robots in Nvidia's AI Factory and Expand Capacity

FII released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 243.17 B (forecast CNY 253.43 B), actual EPS CNY 0.519 (forecast CNY 0.4901)

TFC released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 1.463 B (forecast CNY 1.932 B), actual EPS CNY 0.725 (forecast CNY 0.955)

FII released FY2025 9 Months earnings on October 29 After-Market (BJT), actual revenue CNY 603.93 B, actual EPS CNY 1.1302

TFC released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 3.918 B, actual EPS CNY 1.8813

GIGADEVICE released FY2025 9 Months earnings on October 28 During-Market (BJT), actual revenue CNY 6.832 B, actual EPS CNY 1.6293

Sytech released FY2025 Q3 earnings on October 28 After-Market (BJT), actual revenue CNY 7.934 B (forecast CNY 7.588 B), actual EPS CNY 0.4198 (forecast CNY 0.3604)

WUS released FY2025 Q3 earnings on October 28 During-Market (BJT), actual revenue CNY 5.019 B (forecast CNY 4.842 B), actual EPS CNY 0.5318 (forecast CNY 0.5351)

WUS released FY2025 9 Months Earnings on October 28 During-Market (BJT), Actual Revenue CNY 13.51 B, Actual EPS CNY 1.4011

GIGADEVICE released FY2025 Q3 earnings on October 28 During-Market (BJT), actual revenue CNY 2.681 B (forecast CNY 2.52 B), actual EPS CNY 0.757 (forecast CNY 0.7833)

Sytech released FY2025 9 Months Earnings on October 28 After-Market (BJT), actual revenue CNY 20.61 B, actual EPS CNY 1.0068

GigaDevice and Navitas Launch Joint Digital Power Lab

WLCSP released FY2025 Q3 earnings on October 27 During-Market (BJT), actual revenue CNY 398.74 M, actual EPS CNY 0.171

FHEC released FY2025 9 Months Earnings on October 27 During-Market (BJT), actual revenue CNY 3.17 B, actual EPS CNY 0.1759

FHEC released FY2025 Q3 earnings on October 27 During-Market (BJT), actual revenue CNY 1.16 B, actual EPS CNY 0.1033

WLCSP released FY2025 9 Months Earnings on October 27 During-Market (BJT), actual revenue CNY 1.066 B, actual EPS CNY 0.4206

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China stocks fell as investors await policy signals from upcoming high-level meetings. The Shanghai Composite dropped 0.1% and the Shenzhen Component fell 0.15%. Economists expect China to maintain a 5% growth target for 2026, with fiscal and monetary stimulus options open amid deflation concerns. Notable losses were seen in firms like Zhongji Innolight, Shenzhen H&T Intelligent, and Victory Giant.

Trading Economics

Zhongji Innolight

China Stocks Slip as Policy Cues Eyed

688256

Cambricon Technologies to Triple AI Chip Production to Fill Nvidia Void

marketscreener

Cambricon

Cambricon Technologies to Triple AI Chip Production to Fill Nvidia Void

NVDA

Cambricon fell nearly 3% in early trading on Thursday, but surged in volume at the end of the session, closing up 2.75%, with a cumulative increase of 108% this year. Securities Times reported that there are reports indicating: Cambricon plans to triple its AI chip production by 2026, filling the market gap left by NVIDIA's exit. Investment bank Bernstein upgraded Cambricon's rating to outperform the market that day, with a target price of 2000 yuan, suggesting an additional 46% upside potential

- On December 4, 2025, AI chip manufacturer Cambricon's stock surged due to rumors of significant production increases next year, but the company later issued a statement denying these claims and reserving the right to pursue legal action.  
- Despite the denial, institutions remain optimistic about Cambricon's future performance, with Bernstein setting a target price indicating a potential 46% increase from the closing price.  
- Analysts highlight the accelerating domestic replacement trend in the AI market, predicting substantial market share gains for Cambricon amid increasing demand for AI applications.

Wallstreetcn

NVIDIA

Reports indicate that the production of AI chips is expected to double next year, with Cambricon surging in the late trading session, and a late-night "serious statement": untrue