Analysts and industry insiders warn that Beijing’s aspirations to become one of the world’s leading memory-chip manufacturers and reduce reliance on imported products in the domestic market are increasingly at risk. This is due to the fact that major global players are adopting cutting-edge technologies, while China’s ability to catch up is hindered by US sanctions. They also point out that this could severely impede China’s progress in developing large artificial intelligence (AI) models, as the country currently depends on US suppliers like Nvidia for sanctions-compliant versions of graphics processing units (GPUs).
Although China was previously seen as rapidly catching up with international suppliers in the advanced 3D NAND flash and DRAM memory chip field, the gap may have widened again in the era of ChatGPT. This is because Yangtze Memory Technologies Corporation (YMTC) and ChangXin Memory Technologies (CXMT) are unable to proceed with their catch-up efforts due to US export restrictions.
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2023-08-06 04:30:00
Post from finance.yahoo.com
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