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Goldman Sachs projects 46% CAGR for Chinese advanced chip production through 2035
South China Morning PostLO·CN · US·about 9 hours ago
Chinese smart vehicle manufacturers are experiencing production delays and rising costs due to a global shortage of printed circuit boards and multilayer ceramic capacitors. The supply-demand mismatch, exacerbated by the broader AI hardware boom, is expected to persist for at least twelve months, threatening the competitive edge of China's automotive sector.