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China’s Advanced Chip Supply to Surge 46% Annually Through 2035, Goldman Says
U.S. investment bank expects domestic wafer output to surge on the back of SMIC expansions and generative AI demand, though a technology gap remains
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scmp.com
China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says
The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields.
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caixinglobal.com
China’s Advanced Chip Supply to Surge 46% Annually Through 2035, Goldman Says
U.S. investment bank expects domestic wafer output to surge on the back of SMIC expansions and generative AI demand, though a technology gap remains
