The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather than the familiar boom-and-bust cycles of the past. Industry executives across the supply chain say the disruption could persist until 2027
Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and computing firms are mobilizing across the board, accelerating product tape-outs, building software ecosystems, and securing capital. This aggressive, multi-pronged effort signals the rapid formation of a localized compute architecture designed to break international reliance and capture diverse market segments
