China Is So Desperate for AI Memory That It’s Producing Chips With a 70% Failure Rate
THE SO WHAT
A 70% failure rate on advanced DRAM is a price China is willing to pay to claw back AI memory supply—yield pain is being traded for geopolitical independence. If you rely on high-bandwidth memory, treat supply as structurally constrained and model scenarios where Chinese demand is met domestically instead of on global markets.
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