Chinese Chipmakers Post $9.3bn Record Revenues as U.S. Curbs Fuel Self-Reliance Drive - Tekedia

SMIC reported record full-year sales of $9.3 billion, a 16% increase.

LSEG analysts expect SMIC's sales could climb above $11 billion this year.

Hua Hong Semiconductor posted a record Q4 revenue of $659.9 million and guided for continued strength.

CXMT's revenue more than doubled to over 55 billion yuan (about $8 billion).

Moore Threads forecasts 2025 sales of 1.45–1.52 billion yuan ($209–220 million); rising demand is linked to China’s AI infrastructure needs, a global memory shortage, and U.S. export controls — which Paul Triolo called "rocket fuel" that drove investment into domestic fabs.