Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers (Meaghan Tobin/New York Times)
Meaghan Tobin / New York Times: Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers — More than a decade into Beijing's push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.
Meaghan Tobin / New York Times:
Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers — More than a decade into Beijing's push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.
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