Ten Chinese stocks are helping supply U.S. data centers

A CNBC report examines 10 mainland Chinalisted companies that play a key role in the supply chain for U.S. data centers and AI infrastructure. The article says the U.S. relies on Chinese firms for a significant share of AIrelated imports, even though China is still behind in advanced chip manufacturing. The companies highlighted include makers of printed circuit boards, multilayer ceramic capacitors, serverrelated hardware, energy equipment, and optical networking products. CNBC cites research from 22V Research and JPMorgan that points to China’s growing role in the less visible parts of the AI buildout, such as energy storage, transformers, critical minerals, chemicals, and highspeed connectivity. The report also notes that several of these stocks have posted strong gains over the past year, with some reaching large marketcap levels as investor interest in China’s AI and hardware supply chain has increased.