10.
How DeepSeek optimizations could reshape China’s AI hardware stack
DeepSeek-style reductions in HBM demand shift China’s AI stack toward domestic NAND, LPDDR, ASIC, and CPU suppliers rather than US-controlled GPU chokepoints
@kyleichan on Backlist
2 appearances on the backlist front page in the last 30 days.
13.
Vietnam’s manufacturing exports are 90% of GDP, but value add lags
Vietnam’s export boom masks a development trap: manufacturing exports reach 90% of GDP while high-value components are still imported