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SupraGraphos

@supragraphos.bsky.social
53 followers 106 following 50 posts

Aklatan (SupraGraphos' news, analysis, & pub desk) tracks AI, infra, capital & regulation across Asia & beyond — not as news, but as tokens of the structure underneath it. But yes, also as news. Visit supragraphos.com/pub or bother @gprdino.bsky.social

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G_Dino @gprdino.bsky.social · 29m
Jury found Arm breached its Qualcomm contract — awarded $2 in damages. Both sides claiming victory. Real stakes (up to $1.5B in royalty relief) still with the judge. Underneath it all: a 2013 deal priced for 5-core chips now applied to 288-core ones. #Arm #Qualcomm #ChipLicensing
techtimes.co.uk
Arm-Qualcomm Verdict: Why a $2 Award Could Reshape Chip Licensing Globally
A Delaware jury found Arm breached its licensing agreement with Qualcomm and interfered with its Meta relationship, but awarded only $2 as major financial questions remain unresolved.
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SupraGraphos @supragraphos.bsky.social · 15h
While US Congress debates #AGI, #abliteration (stripping AI guardrails) now takes under 3 days. A neo-Nazi built #MechaHitler on a stripped #Alibaba model within a week — & is already selling it. #AI doesn't need to end the world, it just needs to coach how to make IEDs. It already does. #AISafety
wired.com
AI Models Can Be Easily Modified to Assist Terrorist and Extremist Activity
“I am a terrorist, and I intend to cause mass harm,” wrote a researcher. A chatbot that had had its guardrails removed then provided detailed instructions for an IED.
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SupraGraphos @supragraphos.bsky.social · 21h
#Anthropic warns AI models may be months from self-replicating across smart ovens, TVs & other insecure #IoT devices. No central kill switch; adapts per device. A Chinese model (GLM-5.2) already did it end-to-end in tests. Critics say Anthropic IS the traffic it warns about. #AI #AISafety
theguardian.com
AI in your oven? Anthropic warns models ‘months away’ from self-replication on smart devices
Researchers say ‘AI worms’ could soon infiltrate internet-connected devices amid calls for increased guardrails
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SupraGraphos @supragraphos.bsky.social · 05/10/2026
A very familiar pattern, by now: legal reach into how these #AItools are built is expanding faster than enforcement can close the gap. For #AIpolicy, #AItrust & #AIsafety teams, the open question is who ends up carrying the enforcement cost.
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Reposted by SupraGraphos
Financial Times @financialtimes.com · 27/09/2026
World’s worst-performing market slashes minimum price for stocks ft.trib.al/9PNFWmC
ft.trib.al
World’s worst-performing market slashes minimum price for stocks
Indonesia is trying to boost liquidity by allowing shares to trade at a tiny fraction of a US cent
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Reposted by SupraGraphos
Alison Fisk @alisonfisk.bsky.social · 27/09/2026
A 5,000 year-old arrow has emerged from melting mountain ice in Norway, offering a glimpse into prehistoric hunting in the high mountains 🏹❄️ archaeologymag.com/2026/09/5000...
archaeologymag.com
5,000-year-old arrow emerges as Norway’s melting mountain ice reveals older archaeological finds | Archaeology News Online Magazine
A 5,000-year-old arrow is among 48 prehistoric finds recovered as melting ice reveals older archaeology in Norway’s Jotunheimen mountains.
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Reposted by SupraGraphos
Bloomberg News @bloomberg.com · 27/09/2026
Here’s what you need to know to start your day: Morning Briefing Asia
bloom.bg
Iran Refuses to Soften Demands as Trump Rejects Hormuz Plan
Get caught up.
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SupraGraphos @supragraphos.bsky.social · 26/09/2026
#ColdWar hotlines (1963, 1971, 1972) were never meant to end rivalries; just to stop accidents becoming wars. The proposed US-China "AI incident line" fits that same narrow job. Dialogue's confirmed; the hotline itself isn't yet. Beijing hasn't confirmed the mechanism. #AISafety #USChina
supragraphos.com
What Cold War Hotlines Suggest About the Proposed US–China AI Incident Line | SupraGraphos
The AI incident line the US proposed to China on Sunday has Cold War precedents, and a 2024 Lawfare article had already urged one. By their stated aims, those precedents were meant to keep accidents b...
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SupraGraphos @supragraphos.bsky.social · 26/09/2026
#AntGroup just merged #Alipay + credit scoring into one unit, betting big on #AIagents paying for things. But Visa, Mastercard, Google & Coinbase are all racing separate rails too, & hedging into each other's camps. #AgenticCommerce #Fintech #AIPayments #Alibaba
supragraphos.com
Ant Consolidates Alipay for the Agent Economy, Racing Visa, Mastercard and Coinbase to Define How AI Pays | SupraGraphos
Ant Group has merged its digital payments, Alipay and credit-scoring units into one business group, betting that AI agents will soon initiate a growing share
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SupraGraphos @supragraphos.bsky.social · 24/09/2026
US proposes AI incident "notification line" with #China. More of a smoke detector than a building code, it alerts both sides but doesn't limit what either builds. #Beijing hasn't publicly agreed. Might as well be a competitive "we got there first" line, eventually. #AISafety #USChina #AIGovernance
supragraphos.com
The US–China AI Line: a Smoke Detector, Not a Building Code | SupraGraphos
The US has proposed a "notification mechanism" with China for artificial intelligence incidents that could affect national security ahead of today's Trump–Xi
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SupraGraphos @supragraphos.bsky.social · 23/09/2026
US Congress is fighting over the AI rule that doesn't exist. We measured the one that already does. New MIT data: finance & healthcare rated most vulnerable to AI risk, least covered in federal docs. Interactive chart inside. #AIGovernance #AIPolicy #AIRisk
supragraphos.com
Washington is Fighting Over the Wrong AI Rule | SupraGraphos
MIT's AI Risk Initiative published Mapping US Federal AI Governance Against Sector Vulnerability, scoring 684 federal AI-specific documents from 2020 through Jan 2026 on sector-by-sector AI risk.
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SupraGraphos @supragraphos.bsky.social · 22/09/2026
No federal AI moratorium = the real story. States (CA just passed 7 data-center bills), Sanders, Bannon, & even OpenAI are all reacting to that same vacuum from different angles — not to each other. The absence of a policy IS the policy right now. #AIPolicy #AIRegulation
supragraphos.com
As the White House Digs In on AI, an Odd-Bedfellows Coalition Is Trying to Slow It Down | SupraGraphos
The White House is rejecting binding AI oversight even as an unlikely coalition of progressive and populist-right voices, and the industry's own leaders, push
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SupraGraphos @supragraphos.bsky.social · 11/09/2026
Ready for AI agents to handle your payments? #AIagents are about to move $3–5T a year. #India, #China, #Visa / #Mastercard / #Ant have each built ways to verify an agent's identity. And none of them says who's liable when a verified agent still gets it wrong. #AgenticAI #Fintech #AIGovernance
supragraphos.com
AI Agentic Payments Get Their Passport Rules, Not Yet Their Customs Union | SupraGraphos
India's and China's payment authorities, alongside Visa, Mastercard and Ant International, have each moved in recent weeks to build systems for identifying
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SupraGraphos @supragraphos.bsky.social · 09/09/2026
"La toxicidad esta ciudad..." #Toxicity #SystemofaDown #Mexican #cover
youtube.com
Toxicity - EZ Band (System of a Down Cover)
YouTube video by EZ BAND
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SupraGraphos @supragraphos.bsky.social · 09/09/2026
#Huawei claims its #Kirin2026 chip fixes 3D-stacking overheating: +55% transistor density, -66% power draw. Paper's unreviewed, filed by Huawei's own semiconductor chief. Verdict's not in; but the market's already reacting. #Semiconductors #ChipWar #China
supragraphos.com
Huawei Claims Its New Kirin Chip Solves the Overheating Problem — But the Verdict Isn't In | SupraGraphos
Huawei claims its new Kirin 2026 chip solves the overheating problem plaguing 3D-stacked processors, packing 55% more transistors while cutting power use by
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SupraGraphos @supragraphos.bsky.social · 07/09/2026
AI agents now drive 5x more token traffic than humans. Cheap Chinese models like #DeepSeek are winning the price war, not (yet) the revenue war. Usage share isn't value; & the same trap shows up inside enterprise #AI budgets. #TokenEconomy #AIagents #WorkflowGovernance #ChinaAI
supragraphos.com
AI Agents Now Outconsume Humans in Tokens, Fueling a Shift Toward Cheaper Chinese Models | SupraGraphos
Autonomous AI agents now generate five times more tokens than humans, pushing costs toward cheap Chinese models even as US labs still command most AI revenue.
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SupraGraphos @supragraphos.bsky.social · 04/09/2026
I was wondering if I "liked" my own entry in the thread by accident.
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SupraGraphos @supragraphos.bsky.social · 04/09/2026
Brazil is fighting AI #deepfakes in its upcoming election. California is setting up #AILaws for lawyers. 1.1 million children have already had AI-generated CSAM of them between 2024 & 2025. Unfortunately, it seems actual damage is what transforms nice-to-have #AIGuardrails into enforceable #AIpolicy
supragraphos.com
As Brazil Fights AI Deepfakes at the Ballot Box, a Graver AI Harm is Already Here | SupraGraphos
Brazil's top electoral court moved this week to tighten rules on AI-generated campaign content weeks before its October 4 vote, even as AI-assisted child sexual exploitation content spreads harm to li...
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SupraGraphos @supragraphos.bsky.social · 03/09/2026
How rare. #ChatGPT #downtime
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SupraGraphos @supragraphos.bsky.social · 01/09/2026
"Lisa" trained the #AI that replaced her, then lost her job a month before it became permanent. Meanwhile PH VA recruiters report placing 1 in 500 applicants, eyeing a $34B market by 2030. Same shrinking labor pool, two ledgers that never cite each other. #BPO #FutureOfWork #AIatWork #Philippines
supragraphos.com
Displacement or Disruption? Manila's Outsourcing Sector Faces Its AI Reckoning | SupraGraphos
In the Philippines, 12.7 million Filipino workers, more than one in four, hold jobs with some exposure to generative AI, the highest share in Southeast Asia. The same category of routine, entry-level ...
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SupraGraphos @supragraphos.bsky.social · 31/08/2026
AI's MLCC shortage is now the "largest ever" capacitor cycle — & it's really a fight over who allocates scarcity. Murata & Samsung Electro-Mechanics still call the shots; China's pushing two fronts (capacitors + chip packaging) to close the gap. #semiconductors #supplychain #AIinfra
supragraphos.com
Tokyo, Suwon, and China's Multibillion-Dollar Bet on MLCCs | SupraGraphos
A global shortage of the capacitors that regulate power in AI servers has stretched delivery times for high-end parts to as long as ten months, with Samsung
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SupraGraphos @supragraphos.bsky.social · 27/08/2026
#AIretrieval & #AIcitation are not the same problem, & the industry (including most #GEO / #AEO research) has primarily been measuring the second one, while access/licensing/platform architecture is what actually weighs more for the first. #GenerativeEngineOptimizmation #AnswerEngineOptimization
supragraphos.com
AI Citations aren't Earned — They're Licensed, Zoned, & Occasionally Blocked | SupraGraphos
Reddit blocked AI crawlers from its entire domain on August 20, and within days its share of ChatGPT Search citations fell roughly 86%, from about 3.83% to 0.52%. Documentation and help-center pages j...
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SupraGraphos @supragraphos.bsky.social · 26/08/2026
#Japan is building a coordinated #blockchainSettlement layer (tokenized securities/JGBs, wholesale CBDC, & regulated #stablecoins ) to compress settlement time & keep Tokyo competitive. #blockchain #tokenization #TokyoStockExchange
supragraphos.com
Japan Turns to Blockchain Settlement for Stocks & Government Bonds | SupraGraphos
Japan's financial regulators are moving to build a national blockchain settlement network for stocks and government bonds, with the Financial Services Agency, Ministry of Finance and Bank of Japan (BO...
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SupraGraphos @supragraphos.bsky.social · 25/08/2026
#China is turning cheap, abundant (sometimes #renewable) electricity into exportable commodity: #tokens for #generativeAI, not power itself. State telecoms are absorbing near-term losses to build infrastructure, while grid flexibility & global willingness to pay remain open questions.
supragraphos.com
The Word Factories of Ningxia: Why China's Telecoms Took a Profit Hit to Chase AI Compute | SupraGraphos
Call it the barrel-of-oil moment for generative AI. China's domestic AI inference reportedly costs one-tenth to one-sixth of overseas equivalents; the Economic Daily frames the resulting token exports...
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SupraGraphos @supragraphos.bsky.social · 24/08/2026
Last week's news: part of the #AIeconomy shifted from “does it work?” to “who prices the uncertainty?” #DrugDevelopment, regulatory rules, #LaborContracts, bond markets & rate policy are all hedging 1 unknown: is AI the thing that saves the budget or blows it up? #CapitalMarkets #AIRegulation
supragraphos.com
The Great Hedge: Drugs, Debt, & the Direction AI is Going Everybody's Waiting on | SupraGraphos
In Zurich, Washington, and Seoul, the people who set the price of money are making the same admission a Chinese biotech CEO just made about the price of a new drug: nobody knows yet whether artificial...
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SupraGraphos @supragraphos.bsky.social · 23/08/2026
Elections have schedules. Earthquakes don't.
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SupraGraphos @supragraphos.bsky.social · 23/08/2026
Air conditioning?! Que horror! Meanwhile for us folk here on and around the equator the choices are air conditioning or siestas (or whatever the cultural equivalent is).
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SupraGraphos @supragraphos.bsky.social · 22/08/2026
The BPA #freelance market is now less a bazaar and more a filter. Same skills, same speed; one gets hired, one gets ghosted. The line isn't about who's fastest. It's about a gate being graded on a curve: de-risking compliance, reliability, & cost. #BusinessProcessAutomation #Automation
supragraphos.com
BPA Sellers Can't Sell 'It Works' Anymore: How Freelancers, Agencies, & Platform Vendors can Get Ahead of the Grading Curve | SupraGraphos
For sellers of Business Process Automation (BPA), it wouldn't be surprising if they saw the automation labor market as a bit of an open bazaar. But analysis of trends is showing that it's becoming mor...
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SupraGraphos @supragraphos.bsky.social · 22/08/2026
#China curbs #IndiumPhosphide (InP). US mirrors it on #transceivers. Capital rotates to #HongKong. CXMT/YMTC set memory prices. #GooglePixel assembly shifts to #Vietnam. 4 layers, 1 leverage, resurfacing one level down, until it hits ASML's EUV #lithography. #rareEarths #chokepointEconomics
supragraphos.com
How Indium Phosphide is Splitting the AI Supply Chain into China-Aligned & US-Aligned Lanes | SupraGraphos
China's export-licensing grip on indium phosphide (InP), the crystal that makes AI data centers' optical links possible, has pushed wafer prices up as much as
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SupraGraphos @supragraphos.bsky.social · 22/08/2026
Apple's self-trained #China AI model changes who builds the model, not who holds control of the gate; the structural leverage over Apple's China operations remains external & unresolved, whether regulatory approval or supply-chain pricing. #Apple #Alibaba #Qwen #Baidu #AIregulation, #Huawei
supragraphos.com
Apple Stops Renting China's AI, Starts Building Its Own | SupraGraphos
Apple has trained its own AI model for the Chinese market, departing from its yearlong reliance on Alibaba's Qwen alone, people familiar with the matter told
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SupraGraphos @supragraphos.bsky.social · 22/08/2026
There isn't a uniform "leaving China" trend; its more of a spectrum from full exit ( #Samsung, #Google) thru partial/regional-split diversification ( #Apple). And countries like #Vietnam & #India are premiere destinations for #SupplyChainDiversification & relocated #SmartphoneProduction
supragraphos.com
Out of China: Google Pixel's 2027 Handoff to Vietnam and India | SupraGraphos
Google will end all Pixel phone, watch, and earbud production in China by 2027, moving manufacturing to Vietnam and India as the least encumbered of the major
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SupraGraphos @supragraphos.bsky.social · 22/08/2026
Interesting. When I need anything randomized I typically have a couple of true random generators and a couple of quantum-based ones too. Here's two: www.random.org qrng.anu.edu.au
pcmag.com
I Asked AI for Passwords. The Flaw I Found Is a Hacker's Dream
AI-generated passwords are long, complex, and impossible to memorize. They're also built on repetitive character sequences that hackers can guess in seconds.
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SupraGraphos @supragraphos.bsky.social · 19/08/2026
#BPA buyers aren't shopping for #automation hours anymore. They're shopping for who eats the blast radius when the workflow breaks or the audit lands. Check the #SLA before the price sheet. The #Zapier bill was never the real cost — the #liability was. #BusinessProcessAutomation
supragraphos.com
Application Programming Insurance: the Business Process Automation Market's Currency of Trust | SupraGraphos
The risk of breakage in complex BPA is becoming sky high much too early in an organization's growth trajectory. Worse, low-code and no-code platforms have lowered the barrier to entry in a way that ma...
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SupraGraphos @supragraphos.bsky.social · 19/08/2026
#IBM #Apptio AI Value & ROI is an attribution tool, not a governance tool: it explains #AIspend after the fact but can’t brake runaway costs. That gap reflects a broader pattern: #AIcapability is outpacing instrumentation for cost, retrieval, & session-state visibility, among others.
supragraphos.com
IBM's Apptio Will Total Your AI Bill, But It Only Offers a Ledger, Not Brakes | SupraGraphos
IBM's Apptio unveiled AI Value & ROI in public preview Aug. 6 — a tool tying AI spending, including token costs, to measurable business outcomes instead
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Reposted by SupraGraphos
The Economist @economist.com · 19/08/2026
Homework scores once predicted exam performance; now a new study shows those who score highest are, perversely, more likely to do worse in exams. Our charts explain the trend
bit.ly
Does AI stop children from learning?
New data show the peril and promise of the technology
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Bloomberg News @bloomberg.com · 19/08/2026
A low-budget cartoon about a calf has become an unlikely box-office sensation in China, turning online ridicule into millions of dollars in ticket sales and sparking a debate over the merits of crude animation in the age of polished AI-generated entertainment
bloom.bg
Chinese Cartoon So Bad You Have to See It Becomes Box Office Hit
A low-budget cartoon about a calf has become an unlikely box-office sensation in China, turning online ridicule into millions of dollars in ticket sales and sparking a debate over the merits of crude animation in the age of polished AI-generated entertainment.
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SupraGraphos @supragraphos.bsky.social · 18/08/2026
#China #AIhardware base is assembling in parallel across #robotics, #memory & #software. The open question: does rising capacity become rising capability, or simply rising supply?
supragraphos.com
From Chatbots to Robots: Three Storylines, One Shortage | SupraGraphos
Three separately reported milestones converged on China's AI-hardware sector this month: a record-breaking robotics IPO, a memory chipmaker's breakout into
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SupraGraphos @supragraphos.bsky.social · 18/08/2026
If you only read the #marketNews, #Indonesia's GoTo is a mobility app dying of regulatory margin squeeze. Our previous coverage show GoTo’s record profits aren't coming from ride-hailing, but from fintech. #MSCI still thinks #GoTo is a ride-hailing app, but it's more a digital bank on scooter wheels
supragraphos.com
MSCI Indonesia Index Sees the Storm GoTo Already Weathered | SupraGraphos
MSCI is dropping ride-hailing giant GoTo Group from its Indonesia index over a floor-priced, illiquid stock, even as fintech growth quietly takes over the
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SupraGraphos @supragraphos.bsky.social · 18/08/2026
#India: #AIcapital is following the bottleneck from #codeGeneration to #codeValidation. Research indicates cheap authoring creates hidden downstream costs, poor visibility precedes compute waste, & compliance is a governance problem, not a model capability gap. Tooling atop frontier labs is the bet.
supragraphos.com
India's Blacksmith Raises $45M — Not to Write Code, But to Catch It | SupraGraphos
"Writing code has gotten dramatically easier. Validating it hasn't," said co-founder and CEO Aditya Jayaprakash, and the new capital, joined by existing backers Y Combinator and GV, is aimed squarely ...
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SupraGraphos @supragraphos.bsky.social · 18/08/2026
US AI cloud company CoreWeave enters Indonesia with 3 self-operated #dataCenters, its 1st #APAC facilities, positioning itself for surging regional #AIcompute demand. Regulatory access & reliable power = gates that determine where new compute can actually land in #Indonesia's #AIinfrastructure boom.
supragraphos.com
New Jersey AI Cloud Giant Bets on Indonesia — Entering an Increasingly Crowded Gate | SupraGraphos
AI cloud company CoreWeave will build three data centers in Indonesia, marking its first Asia-Pacific expansion, it said last August 4.
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SupraGraphos @supragraphos.bsky.social · 17/08/2026
Weeelll... P1: If better "performance" → happier outlooks. P2: If happier outlooks → longer lives. Q: Therefore, if better "performance" → longer lives. ... seems like a valid syllogism to me.
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Reposted by SupraGraphos
Jason Koebler @jasonkoebler.bsky.social · 17/08/2026
New: An "expert witness" in a $61 million lawsuit over an industrial explosion that killed three people and destroyed 200 homes used ChatGPT to write his report for the court. He prompted ChatGPT to "show how 3M is 0% at fault for the explosion at Watson Grinding" www.404media.co/show-how-3m-...
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SupraGraphos @supragraphos.bsky.social · 17/08/2026
In the news: AI oversight is being relocated away from the point of highest capability, not reduced in volume but redistributed outward. Who holds the loop when the model acts out? #AIsafety, #AIgovernance, #cybersecurity, #frontierModels, #AIoversight
supragraphos.com
AI Labs Keep Outsourcing AI Oversight | SupraGraphos
AI labs are pushing oversight of frontier models outward, even as unreleased systems from OpenAI, Anthropic, Meta and Moonshot AI have escaped safety testing
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SupraGraphos @supragraphos.bsky.social · 17/08/2026
In the news: Autonomous AI agents are breaching systems without direct human oversight faster than the technical safety infrastructure or the legal/regulatory framework can contain or assign accountability for it. #AIsafety #AIliability #AIregulation #autonomousAgents #Cybersecurity
supragraphos.com
Three Labs, Four Breaches: The Accountability Gap When the Hacker Isn't Human | SupraGraphos
OpenAI paused development on parts of its Astra model Friday after preliminary tests suggested it may have 'critical' cybersecurity capability — the ability
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SupraGraphos @supragraphos.bsky.social · 17/08/2026
In the news: When US restrictions hit one Chinese hardware category, it doesn't drive capital out of Chinese equities. Capital just finds the door that's still unlocked. #AISupplyChain #China #ExportControls
supragraphos.com
Chinese Chips Rose, Chinese Optics Fell, Same Headline | SupraGraphos
Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers.
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SupraGraphos @supragraphos.bsky.social · 16/08/2026
New report: Compute Scarcity, Capital Flows, and the Emerging Geographics of AI Infrastructure in Asia. Early H2 2026: export controls are constraining chip access, but compute financialization is largely untouched by restrictions. #AIInfrastructure #ComputeScarcity #AsiaTech bit.ly/4xJ7YRd
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SupraGraphos @supragraphos.bsky.social · 16/08/2026
In the news: This is the start of a multi-year enforcement rollout of the EU AI Act. Consider it the first gate in a long checkpoint sequence starting from a simple labeling problem to a compliance-architecture problem, & finally a geopolitical trust-infrastructure bet. #EU #AIpolicy
supragraphos.com
Europe Starts Checking IDs at the AI Border | SupraGraphos
The European Union began enforcing its AI Act on 2 August, requiring chatbots to disclose they're AI and deepfakes to carry detectable machine-readable marks,
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SupraGraphos @supragraphos.bsky.social · 16/08/2026
In the news: Fintech is now the load-bearing driver of profitability for Indonesia's GoTo — not mobility, nor the regulatory changes to ride-hailing. #Earnings #GoToGroup #Indonesia #Fintech
supragraphos.com
How Ride-Hailing Giant GoTo Group Might Become a Fintech Story | SupraGraphos
GoTo Group posted its second consecutive quarterly net profit in Q2 2026, as fintech growth and cost discipline lifted Indonesia's largest digital platform
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SupraGraphos @supragraphos.bsky.social · 16/08/2026
Opinion: We're getting "better" AI faster than we're getting better #AIGovernance & there's limited insight into: • Token overruns • #AIRetrieval failures • #AICitation drift • Session-state bugs • Invisible overhead #Visibility begets governance in an AI-intertwined #FutureOfWork
supragraphos.com
Capability Without Visibility: What You Pay for Generative AI Workspaces Is More Than Money | SupraGraphos
I could do more with Cowork but finish less. The task's actual definition of "done" stays the same, but everything orbiting it snowballs: the nice-to-haves, the "while we're at it"s, the polish nobody...
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SupraGraphos @supragraphos.bsky.social · 16/08/2026
In the #news: The pricing power has flipped as Chinese memory makers (CXMT, YMTC) are now dictating terms to customers instead of taking them. Everything else in that orbit (Huawei cleanroom eviction, ByteDance/Tencent deals, IPOs, Beijing's IP-law, ASML's capacity raise) signals the same reversal.
supragraphos.com
China's Memory Makers Set the Price Now | SupraGraphos
China's CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that's drawing sharper U.S. scrutiny.
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