🤖 Models & LLM·Tom Levy·
Lexar in China: Memory at the Heart of a Geopolitical Battle
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Key Takeaways1Lexar and Longsys open their doors in China, revealing the behind-the-scenes of memory production.
2The NAND shortage drives companies to innovate to meet the growing demand for AI.
3Geopolitical tensions complicate global supply chains for memory manufacturers.
💡Why it matters — The ability of companies to overcome these challenges will determine their global competitiveness.
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Full AnalysisA week in China, between Zhongshan and Suzhou, allowed for visits to the laboratories and production lines of Lexar and Longsys. The storage industry is undergoing a significant transformation, grappling with the NAND shortage and the race for AI, while also facing geopolitical tensions that impact supply chains.
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