China's AI Supply Chain Threatens Global Compute and Memory Dominance

The increasing capability of China's domestic LLM and AI supply chain, including memory chips, PCBs, and optical components, could enable Chinese SuperNodes to run open-source LLMs globally at a lower cost than NVIDIA-based solutions. This development is projected to trigger a "China Shock 3.0," shifting the AI supply chain away from South Korea, Taiwan, and Japan towards mainland China.