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.