With the restrictions on purchasing high-end NVIDIA chips from the US, we are going to develop our own.
Domestic AI chip production in China is set to triple by 2026.
Huawei and SMIC are already leading the charge, with three new factories scheduled to start production from the end of this year to next year, significantly increasing capacity beyond SMIC’s existing production lines.
Looking ahead to next year, there will definitely be more tech giants (in the semiconductor industry) with market values exceeding that of Kweichow Moutai, not just Cambricon.
The tech bull market has just begun, fear not!
