00:05In China, the explosive growth of AI data centers has ignited strong demand for memory
00:11chips, prompting the entire supply chain from packaging material makers to equipment suppliers
00:17to ramp up production.
00:19In China's southern tech hub of Shenzhen, a company that makes IC packaging substrates
00:25used in memory chips is operating at full capacity, with some clients exchanging their
00:30small batch orders for bulk purchases.
00:33Our production lines in Shenzhen and Jiangmin are running at full capacity.
00:38The factories are operating around the clock, and there are still customers scrambling for
00:43production capacity.
00:45Meanwhile, a company that supplies chip placement equipment from South China's Dongguan City
00:49says shipments in H1 roughly doubled year-on-year, prompting them to expand their local production
00:55space by 50% to meet demand.
01:02AI needs massive amounts of memory chips to work, and that's created huge opportunities
01:07for our industry.
01:09Domestic chip designers are all ramping up production, which means they need manpower, equipment,
01:14equipment, and facilities to package these chips.
01:17It's genuinely pushing the whole industry forward in big strides.
01:23Some Chinese chip makers are transitioning to bigger and bolder financial markets.
01:28In late July, Chinese memory chip maker Changxing Memory Technologies surged more than 465%
01:35during its debut on the Shanghai Star Market, closing at about $7.22 per share and making it China's
01:42most valuable listed company on the A-Share market.
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