0902 GMT - Artificial intelligence and chip production localization will likely be two drivers of China's semiconductor industry in 2025, Minsheng Securities analyst Fang Jing says in a research note. As U.S. chip restrictions get tighter and Chinese leading AI chip makers Huawei and Cambricon Technologies continue to catch up technologies, the localization of AI chips could become a major trend, the analyst says. With external uncertainties expected to grow after Trump's U.S. election win, the development of homegrown chip equipment becomes more critical, he says. Minsheng reckons that Cambricon Technologies, Hygon Information Technology and Semiconductor Manufacturing International Corp. are among the chip stocks worth watching.(sherry.qin@wsj.com)
(END) Dow Jones Newswires
December 26, 2024 04:02 ET (09:02 GMT)
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