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Macquarie names top pick in Chinese AI chip stocks as sector heats up
Macquarie initiates coverage on five Chinese AI chip companies, with Huawei projected to capture 50% of a market set to grow to $67B by 2030.
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Macquarie names top pick in Chinese AI chip stocks as sector heats up
Macquarie initiates coverage on five Chinese AI chip companies, with Huawei projected to capture 50% of a market set to grow to $67B by 2030.
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Chinese firms shift from Nvidia to domestic silicon amid US tensions
Nvidia's China AI chip market share may drop from 66% to 8% by 2026 as Beijing certifies nine domestic processors for state procurement, reshaping global