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China's Chip Rally: Self-Reliance or Bubble?

China's Chip Rally: Self-Reliance or Bubble?

Update: 2025-09-10
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US ban sparks wild rally in Chinese chip stocks! Investors are flocking to homegrown semiconductor firms like Cambricon (up 4,300%!), as well as tech giants Alibaba and Tencent, all racing to close the AI gap. But with bubble warnings and intense competition, can China truly achieve chip self-reliance, or is this just a temporary surge?

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China's Chip Rally: Self-Reliance or Bubble?

China's Chip Rally: Self-Reliance or Bubble?