A Deep Dive Into China's HBM/DRAM Situation: Memory as the New Bottleneck
demian_ai · x · 2026-08-28
The author says they spent time digging into China's HBM/DRAM situation so readers don't have to, sharing a write-up via link. This is a key thread in the AI compute supply chain: HBM is a must-have component for high-end GPUs, and DRAM/HBM capacity plus export-control dynamics are becoming a major constraint on China's domestic AI chip ambitions.
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