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Jiwei Consulting released its 2026 research report on China's listed CPU and GPU companies, arguing that domestic compute chips are entering a stage of earnings realization.

The report suggests domestic compute chip vendors may see profitability improve, which is useful for capital allocation to China's local AI accelerator supply chain, though it is a sector overview rather than a specific deal.
Trade pressSlicast · October 25, 2026 at 08:14 UTC · China · Source: 搜狐网
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Jiwei Consulting released its 2026 research… · Slicast