Post by Augustine Chiagozie (@pabloexchange)

๐Ÿ‡จ๐Ÿ‡ณ China aims to produce 70% of its AI chips domestically by 2030

According to Morgan Stanley, China's AI chip self-sufficiency could rise from 10% in 2021 to 70% by 2030. After a brief plateau around 2025-2026, growth is expected to accelerate as domestic production scales.

U.S. export restrictions have pushed China to build its own semiconductor supply chain, from chip manufacturing to equipment, materials, and testing.
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Companies positioned to benefit include SMIC, Hua Hong Semiconductor, ACM Research, Kingsoft Cloud, and equipment makers Naura Technology and AMEC. Investors looking for broader exposure can also use ETFs focused on Chinese technology and semiconductor companies.
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The AI race is no longer just about building better chips. It's also about who can build the entire supply chain.

๐Ÿ‡จ๐Ÿ‡ณ China aims to produce 70% of its AI chips domestically by 2030 According to Morgan Stanley, Chin...

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Comments

Cephason Skycruz Kings: Nice move
99tmd: The AI race is shifting from chip performance alone to full supply chain independence, and China is investing heavily to close that gap.