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Sep 27, 2026, 9:11 pm182 ptsTrendingTop
Digitimes
China's AI sector is shifting from catch-up to commercialization, with value concentrating in hardware bottlenecks and large platforms rather than independent model labs. Across memory, DRAM and NAND shortages, HBM reallocation and rising Chinese capacity are reshaping pricing and share gains for CXMT and YMTC.…
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