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The article analyzes the progress of China's memory industry in next-generation architectures such as 4F² DRAM and Xtacking, arguing that CXMT and YMTC have transformed from followers into active participants in new architectures, but still lag behind Korean manufacturers in HBM, advanced packaging, and high-end customer certification.
Samsung Electronics' Q2 operating profit surged 19 times year-on-year, surpassing Nvidia to become one of the world's most profitable companies, marking the second phase of AI infrastructure—where computing power is not just about GPUs but the entire supply chain (including HBM, DRAM, NAND, etc.). The article points out that AI companies need to understand models, engineering, and supply chain simultaneously to survive.