My prediction is that the whole AI memory shortage is about to be a massive win for China. It’s going to wipe out a bunch of Western companies, and then once Chinese manufacturers ramp up RAM production, we’ll see Chinese alternatives replacing Western products across the board.

https://www.pcgamer.com/hardware/memory/many-consumer-electronics-manufacturers-will-go-bankrupt-or-exit-product-lines-by-the-end-of-2026-due-to-the-ai-memory-crisis-phison-ceo-reportedly-says

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