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Macquarie Picks Its Favourite Chinese AI Chip Stock โ and Says Now Is the Best Time to Buy
CNBCยทMonday, 6 July 2026
Investment bank Macquarie has started research coverage on five Chinese companies making chips for AI applications, calling this the best time to buy into the sector. The bank has named one company as its top pick, though the article doesn't detail its full reasoning in the summary. This comes as the U.S.-China technology rivalry keeps reshaping the global chip landscape.
Why It Matters
The global AI chip race directly affects tech valuations, supply chains, and the competitive dynamics Indian IT and semiconductor companies operate within. Macquarie's call could drive significant capital flows into the sector.
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