Investor Interest in China's Chip Industry Is Growing -- Market Talk

Dow Jones

02/06

0325 GMT - Investor interest in China's semiconductor industry is growing, Citi analysts say in a note after meeting with Asian investors. Investors are interested in China's AI chip production expansion and progress at China's memory-chip makers, CXMT and YMTC. China's AI accelerator units could reach 2.2 million units in 2025 and 3.5 million units in 2026, with domestic supply accounting for 45% and 60%, respectively, they note. The analysts expect some profit-taking in the chip sector ahead of the Lunar New Year holidays. Upcoming positive catalysts include China's Two Sessions in March and CXMT and YMTC's expected IPOs in 1Q and 2H, respectively. Citi's top pick is Montage Technology, which offers a rare AI-theme investment opportunity in China benefiting from global AI infrastructure investment. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 05, 2026 22:25 ET (03:25 GMT)

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Investors are interested in China's AI chip production expansion and progress at China's memory-chip makers, CXMT and YMTC. China's AI accelerator units could reach 2.2 million units in 2025 and 3.5 million units in 2026, with domestic supply accounting for 45% and 60%, respectively, they note. The analysts expect some profit-taking in the chip sector ahead of the Lunar New Year holidays. Upcoming positive catalysts include China's Two Sessions in March and CXMT and YMTC's expected IPOs in 1Q and 2H, respectively. Citi's top pick is Montage Technology, which offers a rare AI-theme investment opportunity in China benefiting from global AI infrastructure investment. 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Investors are interested in China's AI chip production expansion and progress at China's memory-chip makers, CXMT and YMTC. China's AI accelerator units could reach 2.2 million units in 2025 and 3.5 million units in 2026, with domestic supply accounting for 45% and 60%, respectively, they note. The analysts expect some profit-taking in the chip sector ahead of the Lunar New Year holidays. Upcoming positive catalysts include China's Two Sessions in March and CXMT and YMTC's expected IPOs in 1Q and 2H, respectively. Citi's top pick is Montage Technology, which offers a rare AI-theme investment opportunity in China benefiting from global AI infrastructure investment. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 05, 2026 22:25 ET (03:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4023","symbol_name":"應用軟件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2609824530","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2609824530","pubTimestamp":1770348300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0325 GMT - Investor interest in China's semiconductor industry is growing, Citi analysts say in a note after meeting with Asian investors. Investors are interested in China's AI chip production expansion and progress at China's memory-chip makers, CXMT and YMTC. China's AI accelerator units could reach 2.2 million units in 2025 and 3.5 million units in 2026, with domestic supply accounting for 45% and 60%, respectively, they note. The analysts expect some profit-taking in the chip sector ahead of the Lunar New Year holidays. Upcoming positive catalysts include China's Two Sessions in March and CXMT and YMTC's expected IPOs in 1Q and 2H, respectively. Citi's top pick is Montage Technology, which offers a rare AI-theme investment opportunity in China benefiting from global AI infrastructure investment. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4023":"应用软件","BK4535":"淡马锡持仓","SOXX":"iShares费城交易所半导体ETF","AI":"C3.ai, Inc.","BK4543":"AI","BK4551":"寇图资本持仓","SOXL":"三倍做多半导体ETF-Direxion Daily","SMH":"半导体指数ETF-HOLDRs","SOXS":"三倍做空半导体ETF-Direxion Daily","BK4587":"ChatGPT概念","BK4588":"碎股","BK4528":"SaaS概念","BK4585":"ETF&股票定投概念"},"translate_title":"投资者对中国芯片行业的兴趣日益浓厚——市场谈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOXS":0.71,"SOXX":0.71,"AI":0.71,"SOXL":0.71,"SMH":0.71},"content_text":"0325 GMT - Investor interest in China's semiconductor industry is growing, Citi analysts say in a note after meeting with Asian investors. Investors are interested in China's AI chip production expansion and progress at China's memory-chip makers, CXMT and YMTC. China's AI accelerator units could reach 2.2 million units in 2025 and 3.5 million units in 2026, with domestic supply accounting for 45% and 60%, respectively, they note. The analysts expect some profit-taking in the chip sector ahead of the Lunar New Year holidays. Upcoming positive catalysts include China's Two Sessions in March and CXMT and YMTC's expected IPOs in 1Q and 2H, respectively. Citi's top pick is Montage Technology, which offers a rare AI-theme investment opportunity in China benefiting from global AI infrastructure investment. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 05, 2026 22:25 ET (03:25 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}