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A comment on Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future. Parent comment

Re:Apple Silicon Exec Explains Mac Mini AI Demand and On-Dev... by AussieWog93 on Friday July 10, 2026 @04:32AM (#48857313)
I heard that China was spinning up DDR5 (but not HBM?) production in the next couple of years, with the hope of outcompeting Korea and Taiwan in the mid to long term.
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Re:Apple Silicon Exec Explains Mac Mini AI Demand and On-Dev... by HPsquared on Friday July 10, 2026 @07:21AM (#48858424)
It does seem like an opportunity on a silver platter for Chinese newcomers. Huge demand at the moment.
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Re:Apple Silicon Exec Explains Mac Mini AI Demand and On-Dev... by Danox on Friday July 10, 2026 @08:50PM (#48867330)
In two to four years, the Chinese will have at least half the memory market worldwide, and once in, they will continue forward and not look back.

I also believe there would be one or two tech companies that will get into memory by taking it in-house to make sure that they won’t have this problem again in the future.

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