ChipsTom's Hardwareabout 2 hours ago
China Plans 70% AI Chip Self-Sufficiency by 2030
7 min read
Morgan Stanley forecasts China's AI chip self-sufficiency will rise from 42% in 2025 to 70% by 2030 through new advanced-node capacity. This projection assumes firms like CXMT increase global DRAM bit supply share from 14% in 2026 to 16% in 2028 by building more greenfield capacity despite EUV export controls.
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