China Elevates AI And Semiconductor Capabilities

Markets and policymakers are positioning for China's 15th Five-Year Plan as AI and semiconductors become national priorities, driving demand for computing power, mature-node chips, optical modules, and energy infrastructure. The article notes sharp valuation divergences—optical-component and deployable-chip names outperform while internet platforms shift toward scalable AI platforms and agents. It advises practitioners to prioritize deployable agents, RaaS models, and power-efficient systems for commercialization.