Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.
The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
Samsung Electronics is using HBM4 to test whether its memory, logic, foundry, and advanced packaging businesses can finally work as one AI semiconductor platform, turning a broad portfolio into a clearer competitive weapon.
China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory chip race, with Apple testing its chips for China-market devices and Beijing counting on the company to anchor a domestic AI supply chain.
China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo and Tesla leading worldwide as Baidu, Xpeng and WeRide scale rapidly in China, according to Morgan Stanley.
