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This is the best China chip stock to own in 2026, Macquarie says

Sat, 25 Jul 2026 04:00:00 -0400

Based on two weeks of investor meets and conference calls, Macquarie says there is solid investor interest in Chinese AI chip companies, including GPU and ASIC developers. In a recent note, firm analysts address investor concerns about stocks in the space and identify the best China chip stock to own in 2026.

Macquarie highlights Cambricon Technologies Corp (SHA: 688256) as its top pick in the space. Cambricon shares are rated Outperform at the firm with a price target of CNY 2,060.

While there are investor concerns around NVIDIA’s (NASDAQ: NVDA) H200 GPU entry into China, Macquarie says China’s annual demand is for

This is the best China chip stock to own in 2026, Macquarie says

Sat, 25 Jul 2026 04:00:00 -0400

Macquarie highlights Cambricon Technologies Corp (SHA: 688256) as its top pick in the space. Cambricon shares are rated Outperform at the firm with a price target of CNY 2,060.

While there are investor concerns around NVIDIA’s (NASDAQ: NVDA) H200 GPU entry into China, Macquarie says China’s annual demand is for

This is the best China chip stock to own in 2026, Macquarie says

Sat, 25 Jul 2026 04:00:00 -0400

Macquarie highlights Cambricon Technologies Corp (SHA: 688256) as its top pick in the space. Cambricon shares are rated Outperform at the firm with a price target of CNY 2,060.

While there are investor concerns around NVIDIA’s (NASDAQ: NVDA) H200 GPU entry into China, Macquarie says China’s annual demand is for

This is the best China chip stock to own in 2026, Macquarie says

Sat, 25 Jul 2026 04:00:00 -0400

Macquarie highlights Cambricon Technologies Corp (SHA: 688256) as its top pick in the space. Cambricon shares are rated Outperform at the firm with a price target of CNY 2,060.

While there are investor concerns around NVIDIA’s (NASDAQ: NVDA) H200 GPU entry into China, Macquarie says China’s annual demand is for

This is the best China semiconductor stock to own for 2026: Morgan Stanley

Sat, 13 Dec 2025 22:00:00 -0400

Morgan Stanley has a bullish view on old memory stocks and has identified six stocks of interest in the space. Among these, the Top Pick could see more upside to both NOR and DRAM pricing as well as bit shipment output into 2026.

Consensus earnings for China semiconductor stocks could increase very meaningfully in 2026, according to the firm. Against this backdrop, the Top Pick in the China Semiconductor space is Winbond (TPE: 2344).

“The current valuation is 2.0x 2026e BVPS, vs. ongoing ROE expansion potentially to 30% in 2027,” the firm noted.

Factors supportive of the company are the potential for DDR4

This is the best China semiconductor stock to own for 2026: Morgan Stanley

Sat, 13 Dec 2025 22:00:00 -0400

“The current valuation is 2.0x 2026e BVPS, vs. ongoing ROE expansion potentially to 30% in 2027,” the firm noted.

Factors supportive of the company are the potential for DDR4

Invesco Announces Changes to Four ETFs