China’s AI chip designers are forecasting a strong earnings season, supported by Beijing’s push for local firms to adopt homegrown components and cut reliance on American tech. The policy drive should benefit domestic AI supply chains, though the outlook is tied to ongoing implementation rather than a reported results beat.
China’s AI chip designers are forecasting a strong earnings season, supported by Beijing’s push for local firms to adopt homegrown components and cut reliance on American tech. The policy drive should benefit domestic AI supply chains, though the outlook is tied to ongoing implementation rather than a reported results beat.
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