中国のAIサプライヤー、2026年まで部品不足に直面
中国のAIハードウェアサプライヤーは、アナリストが2026年以降も続くと予測する深刻な部品不足と生産能力のボトルネックに直面しており、光学部品メーカーや組立企業の生産に混乱をもたらしています。
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.