Policy · 8h ago
Memory chip giants risk China's rise; Microsoft eyes Chinese AI models
Top memory chip makers like Samsung, SK Hynix, and Micron may regret enabling Chinese competitors, as China's memory industry grows. Meanwhile, Microsoft has strong incentives to use Chinese AI models, potentially reshaping the AI landscape. These trends highlight strategic shifts in global tech supply chains.
Meridian48 take
The piece rightly flags the long-term risk of empowering Chinese memory makers, but understates how quickly Chinese firms could catch up.
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