Overview: This third report in the Memory Solutions for Generative AI series examines China’s influence in the memory market for both buyers and suppliers. The report explores how this influence will evolve, shaped by the emerging demand patterns driven by Gen AI, technological advancements, and regulatory responses of both the US and China.
Table of Contents:
- ‘Made in China’ DRAM
- 42% Less Bit Production per Wafer
- New Opportunities for China and US Regulation
Published Date: January 2025
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MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
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