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10 Chinese Stocks Powering US Data Centers

June 28, 2026

1 min read

Key Takeaways

30% of US AI-related imports come from Chinese firms.
China plays a key role in data center supply chain.
AI-related exports drive half of China's export growth.
10 Chinese stocks have doubled in the last 12 months.

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Strategic Implications

This trend may indicate China's growing importance in the global data center supply chain, which could have implications for US tech companies relying on these components. The growth of these Chinese stocks suggests a shift in investor interest towards AI-related hardware, which may signal a broader trend in the industry.

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What Happened

Mainland China Firms Drive Data Center Supply Chain

A slew of mainland China-listed companies are producing parts needed to make data centers work, with 30% of US AI-related imports coming from Chinese firms. According to a report by 22V Research, AI-related exports have accounted for about half the growth in China’s overall exports this year. The report highlights 10 Chinese stocks that have doubled in the last 12 months, including companies such as CATL, Victory Giant, and Foxconn Industrial Internet. This development was reported by CNBC.

Source

Companies Mentioned