The Chinese chip manufacturer Cambricon Technologies recently revealed an increase in sales of 4,000 percent in the first half of the year. Will it now be dangerous for chip placehir nvidia?
• Cambricon with sales increase of more than 4,000 percent
• US trade dispute with China plays Cambricon in the cards
• Goldman Sachs increases the course goal twice within a week
The Chinese chip manufacturer Cambricon has increased more and more attention in the People’s Republic of China and beyond. In the past second quarter, the AI specialist recorded new record results. Like Chinese Nvidia alternatives, the tech company’s comet-like rise is increasingly gaining momentum, which is clearly promoted by the People’s Republic.
With his chips, which can be used for training and operation of AI applications and models, Cambricon is part of a series of Chinese companies that have been stuck by the heels of the US AI expert.
Strong Cambricon numbers in the first half of the year
P, in the first half of 2025, Cambricon was able to set a turnover of more than 4,000 percent to 2.88 billion Yuan, which corresponds to around $ 403 million. The net profit also reached a new record brand at 1.04 billion Yuan ($ 145.512 million).
Even if this is an important milestone for Cambricon, the numbers are still far from that of Nvidia. Because the US chip group was also able to record new records in the past second quarter. Here, the quarterly turnover jumped by 56 percent to $ 46.74 billion. Meanwhile, the profit climbed 59 percent to around $ 26.4 billion.
As part of the balance sheet template, NVIDIA itself announced that there is currently nothing more in the Chinese market because of US exporters and headwinds from Beijing. Although the company actually assumed sales potential in China in the amount of $ 50 billion and an annual growth of 50 percent, as Nvidia CEO Jensen Huang said in the balance sheet template.
US trade dispute with China drives Cambricon
Because of the trade dispute between the USA and China, Nvidia alternatives are becoming increasingly important for the People’s Republic. For this reason, the Chinese government, according to media reports, is also supposed to call for domestic companies to avoid Nvidia’s H20 chips, especially for the Chinese market. According to CNBC, this also plays Cambricon in the cards, since Chinese companies now rely on a mix of domestic chips and Nvidia hardware.
This also inspired the Cambricon share. In Shanghai, she was already able to record a full plus of 113.53 percent this year. In the past 12 months it has even been 487.52 percent up to 1,405 Yuan (closing course of September 3, 2025). At times she recently even rose to the most valuable Chinese stock and left the traditional spirits manufacturer Kweichow Moutai behind.
Cambricon recently received increased attention in the media after there was speculation that the Chinese internet giant Alibaba would have ordered 150,000 GPUs from the tech group, as South China Morning Post reported. However, a representative of Alibaba Cloud had denied this compared to the news portal.
Despite Cambricon’s high flight, it should still take a while for the Chinese AI chip manufacturer to record it with Nvidia. The US group is not only successful with its hardware, but has also built up an important pillar with its software offer. However, according to CNBC, Cambricon would now also work on an improved offer of software and on a new generation of hardware.
Goldnan Sachs very optimistic for the Cambricon share
Analysts have now also discovered the Cambricon share for themselves. The US investment bank Goldman Sachs has now raised the price for the Chinese Nvidia competitor, according to the South China Morning Post, twice within a week to 2,104 Yuan. The bank sees the company well positioned in order to potentially replace the US place deer as a AI chip supplier. Cambricon should benefit from more orders from Alibaba and Tencent, which spend more money on increasing AI infrastructure.
It remains to be seen whether the Chinese AI specialist will continue to stop.
Martina Köhler / Redaktion Finanzen.net
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