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A |     AI摘要      受强降雨影响,台湾南部多地停班停课,部分区域积水严重。    

A logo of Moore Threads at the 2025 World Artificial Intelligence Conference in Shanghai on July 28, 2025 Photo: VCG
    A logo of Moore Threads at the 2025 World Artificial Intelligence Conference in Shanghai on July 28, 2025 Photo: VCG
Chinese chipmaker Moore Threads, often described as "China's Nvidia" or "Nvidia alternative," reported fast revenue growth in the first half of 2026, which exceeded its entire 2025 full-year figure. The growth accompanied other domestic graphics processing unit (GPU) companies' gains, marking a clear shift toward profitability.
Moore Threads, China's GPU leader, reported 1.736 billion yuan ($257 million) in first-half revenue, up 147.42 percent year-on-year. Gross profit reached 989 million yuan, up 103.78 percent, while net losses attributable to shareholders narrowed sharply by 95.73 percent, according to the financial results released on Sunday.
The company attributed the strong growth to booming artificial intelligence (AI) demand for full-function GPUs and the accelerated commercialization of its Kuae intelligent computing clusters. 
Moore Threads maintained heavy research and development (R&D) spending of 769 million yuan in the first half, up 38.16 percent year-on-year, bringing cumulative investment since 2022 close to 5.9 billion yuan. As of the end of June, it filed 2,167 patent applications and held 788 authorized patents, which ranked among the top ranks of domestic GPU enterprises, the company said.
As a result of its investment in R&D, Moore Threads' flagship MTT S5000 GPUs have realized large-scale sales, with deployments in Beijing, Wuxi, Hangzhou and other cities. The first batch of intelligent computing clusters passed national security and reliability evaluations and achieved multiple "domestic chip training domestic models" breakthroughs. Its MUSA software stack now supports more than 800,000 developers.
Moore Threads also announced plans for an IPO in the Hong Kong market. It was listed on Shanghai's STAR Market on December 5, 2025.
"Chinese firms are increasingly turning to domestic suppliers, accelerating demand for local AI accelerators. Under the combined forces of surging inference computing needs and continued capital expenditure by major cloud providers, the domestic GPU and AI chip sectors are moving from an investment phase into a commercialization and profit-delivery phase," Yang Delong, chief economist at Shenzhen-based First Seafront Fund, told the Global Times on Sunday.
Biren, Moore Threads, MetaX and Enflame Technology are dubbed China's "four little dragons" in the GPU sector. Apart from Moore Threads, the other companies also showed rapid growth in their recent financial results.
In June, MetaX reported first-quarter revenue of 562 million yuan, up 75.37 percent year-on-year, and said that it had begun volume sales of its next-generation general-purpose GPU C600, representing further breakthroughs in the areas of domestic adaptation and supply chain autonomy control.
Enflame Technology reported 1,474.85 percent year-on-year growth in its revenue in the first quarter. The company estimated that its first-half revenue would grow 258.68-289.13 percent, likely to reach the level of the entire year of 2025. 
Domestic GPU company Biren in March released its first financial results after being listed in Hong Kong. It reported 207.2 percent full-year growth in revenue in 2025, with gross profit up 210.8 percent. 
Fellow AI chip leader Cambricon also delivered equally robust results on Friday. Its first-half revenue hit 5.996 billion yuan, up 108.13 percent year-on-year, while net profit attributable to shareholders rose 122.61 percent to 2.311 billion yuan. 
Growth was driven by deeper partnerships with leading financial and internet firms and scaled commercial deployments. Cambricon said that it completed adaptation support for major Chinese open-source AI models including GLM, DeepSeek, Qwen, Kimi and MiniMax, strengthening its domestic AI computing ecosystem.
Ma Jihua, a veteran industry insider, told the Global Times that multiple Chinese companies are advancing along different technological routes covering high-, mid- and low-end products. 
"With rapidly expanding capacity, they are better meeting domestic needs and beginning to reach global markets, thereby promoting more accessible AI," said Ma.
"The AI technology sector's high prosperity is expected to persist, remaining a core investment theme with substantial medium- and long-term opportunities," said Yang.
。气象部门发布豪雨特报,预计降雨持续至25日,并密切关注第18号台风“沙德尔”动向。         台北8月23日电(记者 马欣然、黄扬)受低压带及偏强西南风双重影响,台湾近日持续降雨,南部雨势尤为明显。台南、高雄、屏东宣布23日停班停课,部分地区累计雨量接近300毫米。

B |     台经济事务主管部门的“水利署”23日7时发布最新淹水警戒,高雄市与台南市多地拉响警报。    据悉,屏东县万丹乡22日晚累计雨量达299毫米,高雄部分地区也出现明显降雨。台南地区自当日深夜起降雨几乎未停,部分路段积水一度超过成人膝盖高度,有公路入口临时封闭。目前,台南市对部分积淹水较严重路段实施交通管制,抽水站及移动式抽水机组持续运转。

C |     当地居民也加强防范。有台南市民说,22日晚曾遭遇积水,看到雨势再起便提前准备沙包,有人凌晨守在家门口,“担心水再度淹进家中”,部分车辆因来不及驶离积水路段故障。    目前,台湾南部雨势仍未完全缓解,相关部门持续监测降雨及各地灾情。台气象部门23日持续发布豪雨特报,并预估此轮降雨至少持续至25日清晨,嘉义以南仍是防范强降雨的重点区域。    关于第18号台风“沙德尔”,台气象部门表示,台风后续路径仍存在不确定性,将持续观察其对台湾天气的影响。台湾气象专家吴德荣推测,“沙德尔”有可能成为今年首个登陆台湾的台风。

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