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6 May 202619 Dhuʻl-Qiʻdah 1447 AH
China’s chipmakers pour revenue into R&D, outpacing US ratios

China’s chipmakers pour revenue into R&D, outpacing US ratios

First-quarter earnings reveal that Chinese chip companies like Moore Threads and MetaX allocate a larger share of revenue to R&D compared to their US counterparts. Moore Threads spent 50% of its revenue on R&D for the quarter ending March 2026, while MetaX invested 45%. As Beijing pushes for tech self-reliance, these companies are ramping up investments amid an AI boom. In contrast, US firms such as AMD and Intel allocate significantly less to R&D, raising concerns about their competitive edge.

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