This article only represents the author's own views.
Call it microchip mania or a silicon feeding frenzy. Whatever you name it, China's AI chip sector is having its moment, feeding on the glory of global superstar Nvidia, which lived in obscurity for years before breaking out to become the world’s most valuable company.
Two homegrown AI chipmakers captivated investors this month with spectacular stock debuts that made them some of the hottest properties on China’s domestic stock markets. Moore Threads (688795.SS) saw its shares surge over 400% when it debuted in Shanghai this month. Two weeks later, rival MetaX (688802.SS) soared by an even bigger 700% in its Shanghai debut.
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