중국 AI 공급업체, 2026년까지 부품 부족 직면
중국 AI 하드웨어 공급업체들은 2026년 이후까지 지속될 것으로 분석가들이 예측하는 심각한 부품 부족과 생산 능력 병목에 직면해 있으며, 광학 부품 제조업체와 조립 업체의 생산에 차질이 빚어지고 있습니다.
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.