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Illiquid $acmr: China’s semiconductor firms post hefty 2025 profits amid AI boom, tech self-reliance drive Enterprises across China’s semiconductor industry recorded hefty profit growth last year, according to their unaudited financial results, driven by…
terial from a silicon wafer to create microscopic circuit patterns, said its machines “continued to gain recognition from an increasing number of customers both domestically and internationally”.
It said shipments of high-end products for advanced logic and memory chips “saw a significant increase”, without providing details.
Meanwhile, ASML chief financial officer Roger Dassen on Thursday said China’s share of the company’s global sales, which fell 33 per cent last year, was expected to drop to around 20 per cent in 2026 amid trade restrictions.
Primarius Technologies, one of China’s leading suppliers of electronic design automation (EDA) software, said 2025 saw its return to profitability for the first time since 2022, with an estimated gain of 36 million yuan.
That followed a brief period last year when the world’s top EDA vendors – Cadence Design Systems, Synopsys and Siemens EDA – were banned by the US government from sales and services in China.
“Although the regulatory restrictions were relaxed in mid-June 2025 against the backdrop of global supply chain restructuring and intensifying competition in the semiconductor industry, domestic EDA alternatives represent not only a core strategic choice for safeguarding national industrial chain security, but also for overcoming critical technological bottlenecks,” a Guosheng Securities report said.
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It said shipments of high-end products for advanced logic and memory chips “saw a significant increase”, without providing details.
Meanwhile, ASML chief financial officer Roger Dassen on Thursday said China’s share of the company’s global sales, which fell 33 per cent last year, was expected to drop to around 20 per cent in 2026 amid trade restrictions.
Primarius Technologies, one of China’s leading suppliers of electronic design automation (EDA) software, said 2025 saw its return to profitability for the first time since 2022, with an estimated gain of 36 million yuan.
That followed a brief period last year when the world’s top EDA vendors – Cadence Design Systems, Synopsys and Siemens EDA – were banned by the US government from sales and services in China.
“Although the regulatory restrictions were relaxed in mid-June 2025 against the backdrop of global supply chain restructuring and intensifying competition in the semiconductor industry, domestic EDA alternatives represent not only a core strategic choice for safeguarding national industrial chain security, but also for overcoming critical technological bottlenecks,” a Guosheng Securities report said.
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memenodes
Me driving home knowing there won’t be a second date, but at least she knows what the Epstein files and island are https://t.co/IXKQerpI77
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Me driving home knowing there won’t be a second date, but at least she knows what the Epstein files and island are https://t.co/IXKQerpI77
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Illiquid
Nice. https://t.co/6cHij19omG
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Nice. https://t.co/6cHij19omG
Someone sent me a crazy photo of this exchange in New York about my little newsletter. https://t.co/buDqSiyMUE - Illiquidtweet
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Brady Long
I collected every Claude prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 60 seconds.
13 copy-paste prompts. Zero fluff. https://t.co/w7obAXVZX9
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I collected every Claude prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 60 seconds.
13 copy-paste prompts. Zero fluff. https://t.co/w7obAXVZX9
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memenodes
*girlfriend...
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*girlfriend...
My mother is giving me silent treatment over something so dumb but it’s fine coz that means peace and quiet for the next 3 days https://t.co/1S2G9Rc4N0 - aphroditeᥫ᭡tweet
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God of Prompt
The best prompt I ever wrote was telling the AI what NOT to do.
After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:
Constraints > Instructions
Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
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The best prompt I ever wrote was telling the AI what NOT to do.
After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:
Constraints > Instructions
Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
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God of Prompt
RT @free_ai_guides: 🚨AI detectors don't actually detect AI.
They detect patterns. specific words ChatGPT uses over and over.
"moreover"
"crucial"
"embark"
"realm"
"landscape"
Ban these from custom instructions and suddenly your text reads human.
I compiled 100+ of them into one copy-paste prompt.
Comment "Human" and I'll DM it to you.
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RT @free_ai_guides: 🚨AI detectors don't actually detect AI.
They detect patterns. specific words ChatGPT uses over and over.
"moreover"
"crucial"
"embark"
"realm"
"landscape"
Ban these from custom instructions and suddenly your text reads human.
I compiled 100+ of them into one copy-paste prompt.
Comment "Human" and I'll DM it to you.
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Moon Dev
My clawdbot will put your whole company out of business and make it impossible for you to compete
This will bring my total up to 17 Mac studios to build out AGI before anyone else can
My power bill is cooked but I will have at home AGI
What did you do this weekend? https://t.co/pTSjFZC7Ik
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My clawdbot will put your whole company out of business and make it impossible for you to compete
This will bring my total up to 17 Mac studios to build out AGI before anyone else can
My power bill is cooked but I will have at home AGI
What did you do this weekend? https://t.co/pTSjFZC7Ik
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Moon Dev
clawbot for trading
today we are diving into clawbot for trading
you do not want to miss this private zoom call
see if there are a couple tickets left for you
if not im sorry
join here https://t.co/JbJdIbW2p9
moon dev
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clawbot for trading
today we are diving into clawbot for trading
you do not want to miss this private zoom call
see if there are a couple tickets left for you
if not im sorry
join here https://t.co/JbJdIbW2p9
moon dev
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Michael Fritzell (Asian Century Stocks)
RT @evfcfaddict: To contribute something more positive, @david_katunaric dropped another writeup and with every single 1 it becomes more clear that he is the answer if you ask me for the best paid service for stock pickers. This is Andy with the future 🐐 (we need to make a better pic soon bro) https://t.co/NtzTjLtzWO
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RT @evfcfaddict: To contribute something more positive, @david_katunaric dropped another writeup and with every single 1 it becomes more clear that he is the answer if you ask me for the best paid service for stock pickers. This is Andy with the future 🐐 (we need to make a better pic soon bro) https://t.co/NtzTjLtzWO
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