Foreign institutions intensively research Chinese chip companies

Zhitong
2025.09.17 22:41

Recently, the A-share chip sector has shown strong performance, with leading stocks like SMIC reaching historical highs. Against this backdrop, foreign institutions have been intensively researching Chinese chip companies, and international capital continues to increase its holdings in Chinese assets. Many foreign institutions have stated that China's "hard technology" industry is entering a golden development period, with abundant investment opportunities in fields such as semiconductors and artificial intelligence. According to Wind data, as of September 17 this year, Vanchip has welcomed research from 41 foreign institutions, while Nanjing Microelectronics, VeriSilicon, C*Core Technology, Dosilicon, and Rockchip have all received research from 20 foreign institutions