China's AI Chip Market Splits From the West: RMB 800 Billion at Stake
ChinaAMC projects RMB 800B cloud capex by 2027 and RMB 400–480B chip procurement, while PCB lead times hit six months overseas.
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ChinaAMC projects RMB 800B cloud capex by 2027 and RMB 400–480B chip procurement, while PCB lead times hit six months overseas.