…The company saw US regulations restrict them from selling Hopper chips, while the more advanced Blackwell generation is entirely banned. NVIDIA's CEO stated a few months back that their China share…
…Another trend that's caught the media's attention is the growth in memory supply from China. A former Samsung memory executive claimed in May that memory prices might fall as soon…
…What’s more important is that while Samsung and SK hynix control the majority of the world’s DRAM supply, it’s China and its 119 patents that can close the gap…
Apple is suddenly re-engaging critical supply chain nodes in China, from trying to source DRAM and NAND directly from CXMT and YMTC , respectively, to making Alibaba's Qwen AI model available…
…DDR for AI workloads, China's local smartphone OEMs are hurting a lot. In such a scenario, Beijing would naturally prefer that CXMT supply its limited stash of LPDDR chips to local…
The rollout of Siri AI wouldn’t have mattered in China or the EU since strong regulatory checkups would mean Apple needed to expose itself to another headache that could take months…
…memory chip prices. Now, the latest tidbit sees the base Galaxy S27 variant adopting OLED screens from China's BOE, potentially unleashing quality control issues. Samsung's risky bet on China's…
…This conundrum could very well result in an iPhone 18 delay, as Apple scrambles to secure as much DRAM supply as possible As more AI customers begin placing orders for TSMC’s…
…and Hygon Information Technology are two firms that cater to the country's domestic needs for personal computing chips. The rise in the demand for AI computing chips has led to a…
…when global DRAM suppliers are unable to meet the huge demand from the AI segment, leading to severe price increases across the market . With its own DDR5 production, China will be able…