On a particular trading day, Rockchip's stock price experienced a significant 7.4% drop, closing at 175.89 yuan—a fresh low in nearly a month—and bringing its total market capitalization down to 74.47 billion yuan. Earlier, the company's performance forecast for the first three quarters had projected a robust 68% to 73% year-on-year increase in net profit attributable to shareholders. Nevertheless, it also cautioned that, in the third quarter, the scarcity of PCB raw materials and prolonged delivery times had led to delays in chip orders. Consequently, it is anticipated that both the company's revenue and net profit attributable to shareholders for the third quarter will show a decline when compared to the second quarter. This weaker-than-expected quarter-on-quarter performance is particularly noteworthy, given the generally bullish sentiment surrounding AI chip demand, creating a stark divergence from market expectations.