https://winbuzzer.com/2026/04/03/chinese-chipmakers-now-hold-41-of-chinas-ai-chip-market-xcxwbn/
Chinese Chipmakers Now Hold 41% of China's AI Chip Market
#AI #AIChips #ChinaAI #Semiconductors #Huawei #Alibaba #Baidu #SemiconductorGeopolitics #SemiconductorMarket #AISupplyChain
TSMC reportedly plans to build 12 fabs, four packaging facilities in Arizona — plan purportedly part of Taiwan's agreed $500 million investment in the US
Everyone is stressing over the broader tech selloff, but the data tells a different story. If you look at the latest TSM insider trading analysis — https://www.13radar.com/stock/tsm#insider — it’s complete crickets from the fab operators.
While Silicon Valley CEOs actively dump their shares into the macro noise, the people actually building the hardware are holding strong through the CapEx burn. They know what those forward N2 margins look like before Wall Street does.
Are you fading the chip sector or following the quiet money?
Intel buys back 49% stake in Ireland Fab Joint Venture — takes full control over Fab 34
A status report on commodities and on military hardware: https://no01.substack.com/p/so-much-winning
#humour #sarcasm #leverage #inflation #sellerInflation #commodities #Iran #Hormuz #warOnIran #agriculture #semiConductors #AIBubble #humor #water #markets #energyTransition #corruption #demandDestruction #military #fossilFuels
Chubby (@kimmonismus)
중국 AI 칩 시장이 빠르게 재편되고 있으며, 자국 업체 점유율이 41%까지 상승해 엔비디아의 지배력이 약화되고 있습니다. 2025년 GPU 출하량, 화웨이의 성장, 제재 이후 시장 변화가 핵심 포인트입니다.
China’s AI chip market is rapidly shifting, with domestic players capturing 41% share and shipping 1.65 million GPUs in 2025, cutting deeply into Nvidia’s dominance, now down to ~55% from 95% pre-sanctions. Huawei leads the local surge with nearly 20% market share, fueled by
South Korea's government forecasts stable supply and demand for semiconductors, batteries, and shipbuilding through the first half of 2026 despite Middle East conflict concerns, with key raw materials being supplied normally and strategic petroleum reserves being deployed to maintain industrial stability.
DDR5 RAM prices are finally showing signs of relief—dropping by as much as 30% in select cases. However, this is not a true market correction, but rather a temporary fluctuation within a much larger supply crisis.
Recent price dips are largely tied to emerging technologies like Google’s TurboQuant, which could reduce AI memory demand. Yet the broader reality remains unchanged: AI data centers continue to dominate DRAM supply, keeping overall availability tight and prices historically elevated. Even with recent declines, DDR5 kits are still 3–4× higher than pre-2025 levels, and inventory remains constrained.
In short, what we are seeing is stabilization—not recovery. The “memory shortage era” is far from over, and volatility will likely persist through 2026 and beyond.
#DDR5 #RAM #MemoryMarket #AIInfrastructure #Semiconductors #TechNews #Hardware #Datacenter #AI #SupplyChain
If Asia is any indication, other parts of the world could see memory prices fall further. After U.S. and European buyers noticed fluctuations, TrendForce found sharp declines in retail DDR5 RAM costs in China. Yet, critical DRAM manufacturers insist that demand from AI data centers remains steady.
The DRAM market in 2026 is no longer moving as a single cycle.
DDR5 prices are finally declining at the retail level, driven by weakened consumer demand, inventory liquidation, and improved AI memory efficiency. At the same time, enterprise demand continues to surge as massive AI infrastructure investments absorb global supply.
This isn’t a crash—it’s a divergence:
Retail prices are correcting
Enterprise pricing remains elevated
Structural supply pressure still exists
Understanding this split is critical for making the right buy or sell decisions in today’s hardware market.
#DDR5 #DDR4 #MemoryMarket #DataCenter #Semiconductors #SupplyChain #PriceDrop
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