on 11-Mar-2026 China Semiconductors China Semis Tour 1H26: Strong Demand, Rising Localization Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com We conducted a China Semiconductors Tour in Beijing and Shanghai from March 2– 6, 2026, meeting with more than 20 companies. This call highlights our key findings. Generally, semis demand is better than expected (except for mobile) and most companies ...