Biren, Iluvatar CoreX post triple-digit revenue growth but losses persist in AI chip race
SCMP Tech / 3/30/2026
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Key Points
- Birenはもちろん、IluvatarのCoreXも2025年に売上が3桁成長したとされる一方、AI向け半導体レースでは依然として損失が残っていると報じられている。
- Cambricon、Moore Threads、MetaXといった他の中国のAIチップメーカーも、同様に大きな売上成長を記録したという。
- AIチップ市場では競争が激化する中で、収益の伸びがあっても採算改善（黒字化）には時間がかかっている状況が示唆される。
- 市場拡大と投資負担のバランスが崩れたままの企業が多く、今後のコスト構造や量産・収益化の進展が焦点になりそうだ。
Biren Technology and Iluvatar CoreX, two Chinese graphics processing unit (GPU) champions that are seen as potential alternatives to Nvidia, saw their revenues surge in 2025 amid China’s accelerated push for chip self-sufficiency, according to their first earnings reports since listing in January.
Biren’s annual revenue surged 207.2 per cent from a year ago to 1.03 billion yuan (US$149 million), beating the consensus estimate of 954.5 million yuan, while its crosstown rival Iluvatar CoreX posted...
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