China's Domestic AI Chip Supply Could Surge in Next Three Years -- Market Talk

Dow Jones12-09

0429 GMT - China's domestic AI chip supply could catch up to demand by 2028, Bernstein analysts say in a research note. China's advanced logic chip production capacity could start accelerating in 2026 and 2027, which could allow domestic AI chip sales to grow five-fold in the next three years, the analysts say. AI chip vendors like Cambricon and Hygon will likely be direct beneficiaries, as they have secured sufficient advanced logic capacity to fuel fast growth in the next few years, they say. Foundries like SMIC and Hua Hong could also benefit but their stocks will be mainly driven by market sentiment given their already high valuations, they add. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

December 08, 2025 23:29 ET (04:29 GMT)

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AI chip vendors like Cambricon and Hygon will likely be direct beneficiaries, as they have secured sufficient advanced logic capacity to fuel fast growth in the next few years, they say. Foundries like SMIC and Hua Hong could also benefit but their stocks will be mainly driven by market sentiment given their already high valuations, they add. 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