China's chip earnings boom masks a widening gap between AI processor demand, fading DRAM, NAND price gains

DIGITIMESOctober 16, 2026en

China's semiconductor and computing hardware companies reported or forecast strong earnings growth in the first nine months of 2026, fueled by AI infrastructure investment, demand for domestic processors and optical interconnects, and recovering chip markets. However, diverging quarterly results reveal a widening gap between AI-driven growth and the traditional memory pricing cycle.

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