China poised to win the AI race despite chip market turbulence, says Jefferies - firstpost.com

According to Jefferies' latest analysis, despite ongoing volatility and challenges in the global chip market, China is well-positioned to gain a leading role in the artificial intelligence (AI) race. ... Read original →

Jefferies’ analysis reveals a fundamental shift in the global semiconductor landscape. China’s rapid advancement in AI chip development, supported by 3nm process nodes and EUV lithography, is challenging Western dominance. Despite supply chain disruptions, TSMC and NVIDIA continue to provide critical technological enablers. This evolution will accelerate upstream equipment and materials innovation while driving demand for AI inference and training capabilities. Geopolitical tensions are increasing operational risks, forcing companies to restructure supply chains. Competitors may respond by deepening regional partnerships to maintain edge. Over the next 12–24 months, China is poised for significant scale-up in AI chip production, reshaping global industry dynamics.