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On October 23, 2026, Cambricon disclosed its 2026 third-quarter report. According to a same-day report by Wallstreetcn, the company's third-quarter revenue was 3.531 billion yuan, up 104.47% year on year, and net profit attributable to shareholders was 1.404 billion yuan, up 147.74% year on year; cumulative revenue for the first three quarters was 9.526 billion yuan and net profit attributable to shareholders was 3.715 billion yuan, up 106.76% and 131.49% year on year, respectively. As of the end of the third quarter, inventory had increased to 11.665 billion yuan, prepayments stood at 3.044 billion yuan, and the debt-to-asset ratio had risen from 11.87% at the beginning of the year to 32.36%. There are currently no further factual developments following the disclosure of this report.
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Cambricon, Biwin Storage and 5 other STAR Market leaders collectively disclose operating conditionsDevelopments
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- Source:Wallstreetcn
Reports and discussion timeline
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Oct 26
East Money
Cambricon, Biwin Storage and 5 other STAR Market leaders collectively disclose operating conditions
On October 23, seven STAR Market companies—Cambricon, Biwin Storage, Shengyi Electronics, Yuanjie Technology, Lianxun Instruments, RemeGen, and Huitai Medical—collectively disclosed their recent production and operating conditions, with five of them from the AI industry chain. Cambricon's revenue for the first three quarters of 2026 was 9.526 billion yuan, up 106.76% year-on-year, and its net profit attributable to shareholders was 3.715 billion yuan, up 131.49% year-on-year; Yuanjie Technology expects third-quarter revenue to grow 264.56% to 292.60% year-on-year.
Oct 25
Yicai
AI Weekly: Meta's Muse surpasses 10 million downloads; CXMT and Micron diverge on technology
Meta's AI assistant Muse has accumulated 10.9 million downloads since its September launch, of which 10.2 million came from the United States, making it one of the mobile apps to surpass 10 million U.S. downloads within 40 days of launch. DeepSeek open-sourced its inference framework DeepInfer and disclosed that a single cluster serves a throughput of 155 trillion tokens per day, with revenue of $38 per card per hour. Anthropic launched Claude Duet, a personal agent based on Claude Opus 5.5, opening research preview waitlist applications to Claude Pro and Max subscribers in the United States.
The Paper
7 STAR Market Companies Disclose Earnings on the Same Day: Cambricon and Other AI Supply Chain Players Post High Growth, Innovative Drugs and Devices Follow
Cambricon, Biwin Storage, Shengyi Electronics, Yuanjie Semiconductor, Lianxun Instruments, RemeGen, and APT Medical, seven STAR Market companies, collectively disclosed their operating results on the evening of October 23, with five of them from the AI supply chain. Cambricon's revenue for the first three quarters of 2026 was 9.526 billion yuan, up 106.76% year on year, and net profit attributable to shareholders was 3.715 billion yuan, up 131.49% year on year; Lianxun Instruments expects net profit attributable to shareholders for the first three quarters to grow 1866.00% to 2072.95% year on year. RemeGen's revenue for the first half of the year was 5.853 billion yuan, up 433.11% year on year, and it turned a profit, with the total value of global licensing deals for its four core drugs exceeding $12.6 billion.
Oct 23
Wallstreetcn
AI chip demand continues to be released; Cambricon Q3 net profit 1.4 billion yuan, up 148% year-on-year
Cambricon's Q3 2026 revenue was 3.531 billion yuan, up 104.47% year-on-year, and net profit attributable to parent company was 1.404 billion yuan, up 147.74% year-on-year. Cumulative revenue for the first three quarters was 9.526 billion yuan, and net profit attributable to parent company was 3.715 billion yuan, up 106.76% and 131.49% year-on-year respectively. As of the end of Q3, inventory increased to 11.665 billion yuan, prepayments were 3.044 billion yuan, and the debt-to-asset ratio rose from 11.87% at the beginning of the year to 32.36%.