March 11, 2026 10:21 PM GMT Greater China Semiconductors M Asia Pacific Insight China AI GPUs – Closing the Gap with the US High AI capex and sustained policy support have catalyzed China's AI GPU ecosystem. In this deep dive, we introduce a framework to assess the sector's commercial value, competitiveness, and consolidation path. Rapid expansion of AI technologies is driving China's transition toward a higher quality growth model. Last year, we examined the state of AI development in China and its traject ...