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An Ascend-style accelerator board on a bright bench with its memory sockets empty, a technician's placeholder card resting in one socket where a stack would normally be seated

China's AI Chips Have a Second Bottleneck Nobody Mentions: Memory

Coverage of China's chip constraints focuses on logic — SMIC, EUV, export controls. The country's leading domestic DRAM maker has its own reported gap, and it compounds the one already getting all the attention.

By Brecht Corbeel · August 10, 2026 · 4 min read

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