Chinese AI chipmakers expect bumper sales as Beijing pushes homegrown silicon

China's AI chip designers are heading into earnings season expecting strong sales, driven by Beijing's push for local firms to buy domestic components and cut reliance on American technology. The demand is showing up down the supply chain too. Dielectric powder supplier Shandong Sinocera told investors it is expanding capacity for AI servers, and PCB maker Victory Giant is adding plants while negotiating new orders with major US firms for boards used in both GPU and ASIC systems.

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