MetaX posts first-half profit while China's AI GPU rivals split

MetaX's first-half profitability marks a pivotal moment in the commercialization of AI chips, with its C600 accelerator rollout expected to stimulate upstream demand for EDA and IP vendors. However, the Chinese AI chip sector is increasingly polarized, with some firms still bearing heavy R&D costs, highlighting divergent strategies and technological paths. Geopolitical tensions, particularly U.S. export controls, are intensifying supply chain risks and pushing companies toward localization. Competitors may respond with pricing strategies or partnerships to gain market share. Over the next 12–24 months, the industry will likely bifurcate into technology-driven and capital-intensive players, with leading firms leveraging scale and ecosystem integration to solidify dominance, while mid-tier players face mounting pressure.