Leroy Groffier(@LeroyGroffier):CHINA AI GPU TAM ESTIMATE RAISED 37%: MS getting more bullish on local players Cambricon 688256; Hua Hong 1347; AMEC 688012; NAURA 002371 et. al., estimating recent US policy shifts on AI semis and China response will lead to larger 2030 $91bn TAM. Arms races benefit the suppliers more than the combatants (CSPs).

2026.06.22 14:45

CHINA AI GPU TAM ESTIMATE RAISED 37%: MS getting more bullish on local players Cambricon 688256; Hua Hong 1347; AMEC 688012; NAURA 002371 et. al., estimating recent US policy shifts on AI semis and China response will lead to larger 2030 $91bn TAM. Arms races benefit the suppliers more than the combatants (CSPs).