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SK Hynix
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From Chatbots to Robots: Three Storylines, One Shortage
Three separately reported milestones converged on China’s AI-hardware sector this month: a record-breaking robotics IPO, a memory chipmaker’s breakout into NAND’s global top three, and an open-sourced alternative to Nvidia’s software ecosystem.
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The Real AI Story in Asia: Compute is Becoming an Asset Class | Report Download
Report: Chip restrictions have hardened into boundary maintenance, while a separate, faster-moving force — compute financialization — is doing more to reshape Asia’s AI capital landscape.