Equities
Shortages swell order backlogs, but reliance on state-owned customers limits profits
China’s manufacturers have not seen an AI-linked shortage of electrical infrastructure parts translate into higher share prices. © Reuters
TAKAHISA TODA
September 22, 2026 06:13 JST
HONG KONG — Shares of China’s power parts makers have struggled to take full advantage of a surge in artificial intelligence-linked investment, even as equipment makers in the U.S. and Europe have benefited from the global AI wave.
