---
title: "Chinese AI Chip Suppliers Biwin and Moore Threads Shares Drop Over 10% Amid Revenue Surge"
slug: "chinese-ai-chip-suppliers-biwin-and-moore-threads-shares-drop-over-10"
date: "2026-10-29"
category: "AI & Automation"
author: "Dr. Kai Wei"
correspondent: "Dr. Kai Wei"
correspondentRole: "Lead Frontier AI Correspondent"
readingTimeMinutes: 1
tags: ["AI","News"]
originalSourceUrl: "https://www.scmp.com/tech/tech-trends/article/3372535/google-supplier-biwin-gpu-leader-moore-threads-see-stocks-plunge-despite-revenue-surge"
canonicalUrl: "https://aurav.ae/chinese-ai-chip-suppliers-biwin-and-moore-threads-shares-drop-over-10"
publisher: "Aura-V Intelligence (aurav.ae)"
---

# Chinese AI Chip Suppliers Biwin and Moore Threads Shares Drop Over 10% Amid Revenue Surge

> Biwin Storage Technology and Moore Threads saw shares fall more than 10% despite record Q3 revenue from AI demand.

## Key Takeaways (TL;DR)

- Shares of Biwin and Moore Threads fell over 10% on Thursday.
- The decline follows a rally the previous day and a broader tech sell-off in Shanghai.
- Investors cite near-term margin pressure despite strong AI-driven revenue growth.

Shares of Chinese semiconductor suppliers Biwin Storage Technology and Moore Threads plunged more than 10% in Thursday morning trading, reversing Wednesday’s gains of 8.4% and 5.8% respectively, according to a report by the South China Morning Post [Google supplier Biwin, GPU leader Moore Threads see stocks plunge despite revenue surge](https://www.scmp.com/tech/tech-trends/article/3372535/google-supplier-biwin-gpu-leader-moore-threads-see-stocks-plunge-despite-revenue-surge). The drop occurred amid a broader rout in mainland technology stocks, with Shanghai’s Star 50 index falling over 4% as the market continued to shed more than 40% of its value since a July peak.

Both companies posted “blockbuster” third-quarter revenue, driven by heightened demand for artificial-intelligence hardware, but investors appear to be weighing short-term margin pressures against the longer-term AI growth narrative. The sell-off highlights lingering uncertainty about the sustainability of AI-related earnings despite the sector’s rapid expansion.

Our read: The market’s reaction underscores a disconnect between headline revenue growth and investor confidence in profitability, suggesting that Chinese AI chip makers must demonstrate clearer paths to margin improvement to stabilize their valuations.

---

*Original Think-Tank Source: [Google supplier Biwin, GPU leader Moore Threads see stocks plunge despite revenue surge](https://www.scmp.com/tech/tech-trends/article/3372535/google-supplier-biwin-gpu-leader-moore-threads-see-stocks-plunge-despite-revenue-surge)*