Tanaaz

Persian-American | Advocating for Iranian Monarchy Restoration | Capitalist | Anti-Woke | Anti-Islamist | Zionist

[China Asset Management @ChinaAMC_HQ]

"The industry upcycle driven by the current AI transformation is expected to last for three years."

In the first half of 2026, China’s semiconductor industry has been shaped by an extreme “feast and famine” dynamic under the influence of AI.

Looking ahead to the second half of the year, our Portfolio Manager Zongting Zhao pointed out that structural divergence is expected to persist, and rising costs across the supply chain may temporarily weigh on profitability at certain stages. However, over a longer horizon, the industry upcycle driven by AI transformation is expected to last approximately three years. In the medium to long term, deeper domestic substitution and sustained local demand for computing power will continue to unlock significant growth potential across the semiconductor value chain.

#ChinaAMCInsight #Semiconductor #AIInsight #TechInsight
Source: China Asset Management Co., Ltd.

Risk Disclaimer: Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.

[Tanaaz @82Foster]

@BBCTheVoiceUK @ruthjbrown was amazing!!!! Absolutely blown away!!!