China Lab Diamond Makers Target AI and Chips
Chinese lab-grown diamond producers are shifting focus from jewellery to advanced technology applications. Manufacturers are targeting semiconductors and thermal management for AI servers to drive future growth as gemstone prices face pressure.
Xurve View
Insights:
Xurve View
China lab-grown diamond producers are shifting output toward semiconductors and AI thermal management, aiming to raise functional material shares above 50% by 2030. The pivot addresses falling gemstone prices and intensifying competition in the $100 billion retail jewelry market. The transition could reshape global technology supply chains and amplify strategic trade tensions between Beijing and Washington.
