Recently, a number of US enterprises, including chipmaker AMD and auto giant Tesla, have released the latest earning reports, showing strong performance in the Chinese market.

AMD on Wednesday announced financial results for the fourth quarter and full year of 2025. The company noted that while its fourth quarter benefited approximately $360 million in previously released AMD Instinct MI308 inventory and related charges, its fourth-quarter revenue from AMD Instinct MI308 revenue sales to China reached approximately $390 million.

For the first quarter of 2026, AMD expects its revenue to reach $9.8 billion, including approximately $100 million of AMD Instinct MI308 sales to China, according to the press release from the company.

Yum China, which runs KFC, Pizza Hut and other fast-food chains in China, recorded 3 percent increase in its fourth quarter same-store sales in its latest results released on Wednesday. According to the company, its same-store sales marked the third consecutive quarter of growth, and same-store transactions grew 4 percent year-on-year, the 12th consecutive quarter of growth.

"Our fourth quarter performance capped off 2025 on a high note... Looking ahead, we are on track to reach over 20,000 stores in 2026 and are targeting more than 30,000 stores by 2030 with an equity-and-franchise hybrid model. We are also broadening our addressable market through front-end segmentation and back-end consolidation," said Joey Wat, CEO of Yum China.

US auto giant Tesla also highlighted the drive force of the Chinese market. According to a statement it sent to the Global Times on Thursday, Tesla's Shanghai factory delivered 851,000 electric vehicles in 2025, accounting for more than half of the company's global total deliveries, with the Model Y firmly holding the top spot as China's best-selling SUV. "This fully demonstrates the strategic importance and core role of Chinese manufacturing in Tesla's global supply chain," the company said.

Tesla Vice President Grace Tao Lin was quoted as saying in the statement that the Chinese market is not only a crucial growth engine for Tesla, but also a key hub for its technological innovation and globalization strategy.

Apple reported a blockbuster quarter for iPhone sales as holiday purchases and a rebound in China helped it beat its already ambitious expectations with a record $144 billion in revenue, the Financial Times reported on January 30.

A strong launch for the iPhone 17 pushed smartphone revenue up 23 percent year on year in the three months to the end of December, Apple said — driving overall revenue growth of 16 percent, far ahead of its guidance of 10-12 percent. The smartphone group said sales in the crucial Chinese market jumped 38 percent year-on-year, while it reported $42 billion in net income for the quarter, well ahead of expectations, said the report.

On January 16, the American Chamber of Commerce in China released a report showing that China remains a critical market for American companies. Fifty seven percent of respondents said they plan to increase investment in China. Companies cited China's strategic importance and long-term market potential as the primary drivers of expanded investment, showed the report.

In addition, 71 percent of companies report no intention to relocate operations overseas, citing China's strategic market position as a primary anchor.