17 July 2025 China Semiconductors China AI: Sizing the AI chip supply and demand in China Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Robin Zhu +852 2123 2659 robin.zhu@bernsteinsg.com Boris Van +852 2123 2617 boris.van@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com 17 July 2025 Alrick ...