Kai-Fu Lee has restated a case that has become the standard argument from Chinese industry: American restrictions on advanced chips pushed Chinese labs toward efficiency and open release, open weights spread faster than licensed APIs, and cost-sensitive markets outside the US and Europe will default to whatever is free and good enough. He extends it to labour effects and to the … [Read more...] about China’s Open-Model Advantage: Testing the Argument Against the Export-Control Record
semiconductors
South Korea Adds 600,000 Wafers a Month by 2028 While CXMT Adds 300,000
South Korea's central bank projects that the country's monthly memory chip output will rise by roughly 600,000 wafers by 2028, against a projected increase of about 300,000 wafers for China's CXMT over the same period. On the face of it, Korea widens its lead. The number needs unpacking before it means anything. Wafers Are Not Bits A wafer start is an input, and memory is … [Read more...] about South Korea Adds 600,000 Wafers a Month by 2028 While CXMT Adds 300,000