Barclays analysts reveal that China's chipmaking capacity set to more than double in the next five to seven years, surpassing market expectations. A comprehensive analysis of 48 mainland Chinese chipmakers suggests that the majority of this expansion could occur within the next three years. The note, authored by analysts Joseph Zhou and Simon Coles, challenges mainstream perceptions, asserting that local players are significantly undervalued in the semiconductor landscape.
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21 sats \ 0 replies \ @shado_op 12 Jan 2024
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