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

Dow Jones

Feb 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. (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>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investor Interest in China's Chip Industry Is Growing -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestor Interest in China's Chip Industry Is Growing -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-06 11:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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</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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SOXX","symbol_name":"iShares费城交易所半导体ETF","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":{"SOXX":"iShares费城交易所半导体ETF","BK4528":"SaaS概念","BK4588":"碎股","SOXL":"三倍做多半导体ETF-Direxion Daily","BK4023":"应用软件","BK4585":"ETF&股票定投概念","SOXS":"三倍做空半导体ETF-Direxion Daily","BK4535":"淡马锡持仓","AI":"C3.ai, Inc.","BK4543":"AI","BK4551":"寇图资本持仓","SMH":"半导体指数ETF-HOLDRs","BK4587":"ChatGPT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":{"SOXL":0.71,"AI":0.71,"SOXX":0.71,"SOXS":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"}}}