中國AI供應商面臨組件短缺，問題或持續至2026年
由於關鍵組件短缺和產能瓶頸，中國人工智慧硬體供應商面臨生產中斷，分析師預測這一問題將延續至2026年以後。
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.