AI boom accelerates China's chip industry growth as demand strains supply chain

By Eduardo Baptista March 25 (Reuters) - China's chip industry is showing strong growth momentum as a global sprint to build AI infrastructure creates an explosion in demand, sparking higher capital spending and ‌capacity expansion as chipmakers race to keep up, executives said on Wednesday. Growth in the industry "is coming ‌faster than expected" this year, Jerry Zhang, China sales head at Swiss semiconductor components firm VAT, told Reuters on the sidelines of Semicon ​China 2026 in Shanghai, one of t ...