中国AI供应商面临组件短缺，问题或持续至2026年
由于关键组件短缺和产能瓶颈，中国人工智能硬件供应商面临生产中断，分析师预测这一问题将延续至2026年以后。
chinese ai hardware manufacturers are struggling to secure critical components, with industry experts warning that production capacity constraints will likely persist through 2026. major suppliers like zhongji innolight and foxconn industrial internet are aggressively stockpiling raw materials, evidenced by a tenfold increase in prepayments to secure inventory. while new facilities in southeast asia are coming online, they currently fail to meet established production standards, leaving the supply chain vulnerable to the upcoming launch of high-demand models like deepseek-v4.