Chinese chip firms are trading independent of global fundamentals, specific to China: Analyst

Daniel Heyler, senior analyst at EFM Asset Management, says China’s semiconductor push is gaining momentum as a domestic ecosystem play, supported by demand from AI, EVs and industrial applications. He does warn that access to advanced chipmaking equipment remains the key bottleneck, with any further tightening of U.S. export controls potentially marking an inflection point for China’s chip ambitions.