Fast reading
- China is at the forefront of the global artificial intelligence (AI) boom. Taiwan and South Korea are leaders in logic chips and memory, but the bulk of AI data centre-related infrastructure is manufactured in China, including the racks, power supply, energy storage, cooling systems and optical networking.
- While global capital has chased AI hardware in Taipei and Seoul, China’s domestic value plays have been largely left out of the party. Investors need to distinguish between areas where scepticism is justified and those where it has gone too far.
- The most persistent domestic tailwind is the impact of the property crisis five years ago. However, there are several signs that China’s property downturn may be past its worst. Supply and demand are starting to rebalance, while prices and rents are finding a floor in parts of the country.
China Equity report Q2 2026
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