What China’s HBM Catch-Up Should Teach Korea

Дата публикации: 02-07-2026 00:00:00

Korean and industry reports suggest China’s ChangXin Memory Technologies (CXMT) is moving faster in high-bandwidth memory (HBM) chips than many in Seoul expected. Korea still leads. But the margin is narrowing, and that should change how Seoul thinks about its AI goals.

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