The Hot Take: Tell me something I didn't know already. Why else would the GPU market go crazy prices wise?
A business-intelligence researcher said that the Chinese military has been actively acquiring Nvidia AI chips, even after the U.S. put export controls on them. Public documents show that some institutions ask for these chips either through the specifications they demand or by directly asking for Nvidia chips by name.
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The Hot Take: Well was the shortage planned to hasten this?
Chinese memory has apparently started making its way to global vendors, as Corsair's DDR5 modules have been spotted with CXMT DRAM. CXMT Takes Charge of The Global DDR5 Memory Supply Chain As Taiwanese & US Firms Lock In DRAM Supply Towards AI There has been a lot of talk going around CXMT and YMTC flooding the global markets with DRAM and NAND chips, as the AI supercycle has created a tight supply chain around commodity memory and SSDs. There were already reports that the major PC manufacturers have started exploring the integration of Chinese memory into their products due to […]Read full article at https://wccftech.com/chinese-memory-enters-global-markets-corsair-ddr5-modules-spotted-with-cxmt-dram/
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The Hot Take: With Apple sharing chips between platforms and now this. Seems like hardware consolidation is happening faster.
Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure across the mobile supply chain as memory shortages and rising costs reshape industry dynamics.
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The Hot Take: China going hard into RISC-V for sure, my guess they don't trust the Brit company ARM any more.
China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native OS at the 2026 Zhongguancun Forum.
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