​​Why Are Chinese Semiconductors Booming?

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':"";if(r){var a=n.promos.showYahooLogo?"":"yns-no-logo";r=r.replace("{notifOnboardBtnLabel}",n.promos.notifOnboardBtnLabel).replace("{notifOnboardMsg}",n.promos.notifOnboardMsg).replace("{subscriptionTopic}",n.promos.subscriptionTopic).replace("{noLogoClass}",a).replace("{promoLogo}",n.promos.promoLogo)}var s=t.newCount>n.panel.maxCount?t.newCount:"",c=n.panel.notificationCenterPath,l=c?"":R,u=n.panel.headerMsg?"":" "+R,d=c?U:"",p=void 0;t.count?p=t.markup:p='{emptyPanelMsg}'.replace("{emptyPanelMsg}",n.panel.emptyPanelMsg);return e=e.replace("{notifMarkup}",p).replace("{promoMarkup}",r).replace("{hideClass}",l).replace("{notifCenterLink}",c).replace("{paddingClass}",d).replace("{headerMsg}",n.panel.headerMsg).replace("{hideHeaderClass}",u).replace(/{notificationCenterNavMsg}/g,n.panel.notificationCenterNavMsg).replace(/{newCount}/g,s)}},{key:"render",value:function(e,t){var n=this;if(n._panelNode){var o=void 0,i=n._panelNode,r=void 0,a=void 0;switch(e){case"expanded_panel":o='{promoMarkup}{notifMarkup}',a=n._store.getNotifications(),r=n._generatePanelMarkup(o,a),i.innerHTML=r;break;case"error_panel":r=(o='{errorMsg}').replace("{errorMsg}",n._config.panel.errorMsg),i.innerHTML=r}t&&t()}else t&&t(new Error("No panel parent"))}},{key:"createPanelParentNode",value:function(e){e&&(e.innerHTML='',this._panelNode=document.getElementById(P))}},{key:"updateBadgeNode",value:function(e){if(e){var t=this._store.getNotifications().newCount,n=this._config.badge.maxCount;if(t){var o=t>n?n+"+":t;e.innerHTML=o}else e.innerHTML=""}}},{key:"addStyles",value:function(e){if(e&&"undefined"!=typeof window){var t=document.getElementById(this._config.panel.styleTagId);t||((t=document.createElement("style")).type="text/css",t.id=this._config.panel.styleTagId,t.innerText=e,document.head.appendChild(t))}}}]),e}(),j=function(){function e(t,n,o){E(this,e);var i=this;i._store=n,i._view=o,i._config=t;var r=i._config.panel;i._panelParentNode=document.querySelector(r.parentSelector),i._badgeNode=i._config.badge.selector&&document.querySelector(i._config.badge.selector),i._indicatorNode=r.indicatorSelector&&document.querySelector(r.indicatorSelector)}return C(e,[{key:"createPanelParentNode",value:function(){this._view.createPanelParentNode(this._panelParentNode),this._notifPanelNode=document.getElementById(P)}},{key:"refreshPanelNode",value:function(e,t){var n=this;M(n._notifPanelNode,B),n._store.fetchNotifications(e,(function(e,o){var i=window.wafer&&window.wafer.base;i&&i.destroy(n._notifPanelNode),e?n._notifPanelNode.innerHTML||(n._view.render("error_panel"),M(n._notifPanelNode,B)):(n._view.render("expanded_panel"),n._view.updateBadgeNode(n._badgeNode),n._showBadge(),n._showIndicator(),n._view.addStyles(o.css)),I(n._notifPanelNode,B),i&&i.sync(n._notifPanelNode.parentNode),t&&t(e,o)}))}},{key:"resetBadge",value:function(){var e=this;e._store.resetNewCount(),e._view.updateBadgeNode(e._badgeNode),M(e._badgeNode,e._config.badge.hideClass)}},{key:"_showIndicator",value:function(){this._indicatorNode&&(this._store.getNotifications().newCount?M(this._indicatorNode,this._config.panel.indicatorClass):I(this._indicatorNode,this._config.panel.indicatorClass))}},{key:"_showBadge",value:function(){var e=this;e._store.getNotifications().newCount?I(e._badgeNode,e._config.badge.hideClass):M(e._badgeNode,e._config.badge.hideClass)}}]),e}(),F={promos:{eligibleBodyClass:"display-push-promos",enableNotifOnboard:!0,bypassEligibleClassCheck:!1,notifOnboardBtnLabel:"Notify Me",notifOnboardMsg:"Get alerts for breaking news and top stories",promoLogo:"https://s.yimg.com/cv/apiv2/ae/news/circle_bell.png",showYahooLogo:!0,subscriptionTopic:"gondor_homerun_news"},badge:{hideClass:"",maxCount:5,selector:""},panel:{emptyPanelMsg:"You have no new 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AI workloads require significant computing power, particularly in data centres, where demand for processors, memory, and specialised chips has risen sharply.While leading-edge AI chips remain dominated by US firms, Chinese companies are benefiting from robust demand across a broader range of components.Domestic demand has intensified as Chinese technology firms scale up their AI capabilities. Even without access to the most advanced processors, the need for large volumes of semiconductors used in servers, networking infrastructure, and consumer devices has supported strong revenue growth across the sector. Memory chips have seen a particularly notable boost, as global supply constraints and rising prices have amplified earnings for producers exposed to this segment.Restrictions on exports of high-end chips from companies such as Nvidia have simultaneously created a supply gap within China. This has encouraged local firms to adopt domestically produced alternatives, even where performance lags behind global leaders. As a result, demand has broadened beyond cutting-edge nodes to encompass a wide range of chips capable of supporting AI deployment at scale.US export controls — progressively tightened since 2020 — were designed to slow China’s technological progress in advanced semiconductors. In practice, they have also functioned as an accelerant for domestic investment. Beijing responded by channeling capital into domestic semiconductor companies and encouraging end-users to prioritize local sourcing, a shift that has had a direct effect on revenues as Chinese firms capture market share previously held by international competitors.This dynamic is best characterized as demand reallocation rather than purely organic growth. As access to foreign technology becomes more constrained, domestic suppliers are filling the gap — most visibly in data center hardware and industrial applications, where performance requirements can often be met with less advanced chips.However, this policy-driven growth introduces distortions. Demand is being shaped in part by geopolitical constraints rather than purely by market efficiency, which raises legitimate questions about the durability of current growth rates, particularly if the external environment were to shift.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersMETA Meta Platforms, Inc. 662.49 +27.96 (+4.41%)AMZN Amazon.com, Inc. 249.02 +9.13 (+3.81%)BTC-USD Bitcoin USD 74,392.70 +1,063.40 (+1.45%)SNAL Snail, Inc. 1.7000 +1.3230 (+350.93%)QBTS D-Wave Quantum Inc. 16.99 +2.34 (+15.97%)PortfolioSign in to access your portfolioSign inTop gainersTVTX Travere Therapeutics, Inc. 42.13 +11.43 (+37.23%)XNDU Xanadu Quantum Technologies Limited 14.83 +3.34 (+29.07%)BE Bloom Energy Corporation 219.25 +42.58 (+24.10%)IONQ IonQ, Inc. 35.77 +6.01 (+20.19%)CRDO Credo Technology Group Holding Ltd 159.57 +25.21 (+18.76%)Top losersKMX CarMax, Inc. 41.65 -7.43 (-15.14%)FSLY Fastly, Inc. 20.95 -3.42 (-14.03%)ASTS AST SpaceMobile, Inc. 88.57 -10.40 (-10.51%)DOCN DigitalOcean Holdings, Inc. 73.46 -6.41 (-8.03%)RIG Transocean Ltd. 6.18 -0.46 (-7.00%)Most activeNVDA NVIDIA Corporation 196.46 +7.15 (+3.78%)INTC Intel Corporation 63.81 -1.39 (-2.14%)NOK Nokia Oyj 10.37 -0.01 (-0.05%)AAL American Airlines Group Inc. 12.13 +0.90 (+8.01%)PLUG Plug Power Inc. 2.9350 +0.1650 (+5.96%)Top economic eventsEarnings eventsMy earnings eventsEarnings events