Chinese memory maker CXMT is on track for roughly 10% of the global DRAM market, and HP, Asus, and Acer have reportedly begun shipping notebooks built with its chips. Adam Goodwin and Greg explain why memory behaves like a commodity, why bit density determines both performance and cost, and how a three-firm market led by Samsung, SK Hynix, and Micron ended up short on supply. They trace CXMT's position to equipment bought ahead of anticipated export controls, a validated end user license gran...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from The AI Power Podcast
Emergency Pod! An AI Safety Tipping Point? Amodei calls for an AI slowdown
GPT-6 Astra - WOW, OpenAI = pro regulation, Trump admin warms to AI safety
OpenAI hack changes state AI regulation debate + Chinese AI running on Chinese chips?
AI's Impact on Education with Casey Cuny - 2024 Cal Teacher of the Year
Get summaries like this every morning.
Free AI-powered recaps of The AI Power Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.