Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter, with supply contracts moving to quarterly price adjustments linked to market conditions.
China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously, announcing Day-0 adaptation and optimization as soon as new models are introduced.
China's semiconductor equipment makers are advancing rapidly even as the global chip supply chain undergoes restructuring and geopolitical decoupling.
