"A-Share Focus" Domestic chip replacement expectations heat up again, Cambricon and SMIC A rise over 3%
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The expectation for domestic chip substitution is heating up, and the semiconductor sector is performing strongly. Cambricon and SMIC both saw their stock prices rise by more than 3%. The Chinese government has mandated that newly established national-funded data centers use domestic chips to reduce reliance on foreign AI chips, a policy that may benefit companies such as Huawei and Cambricon
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