Doesn't make sense ❗The markets are showing bullish on memory stocks but I don't see any backlogs numbers of the memory chips from these companies ❗❗❗ 6 months, 1 years, ....etc backlog ❓
Getting obvious, AI platforms are splitting between China & US. Apple choosing China AIs for China is meant for its continuation to sell handphones in China.
Alibaba's Qwen AI to Be Integrated into Apple Intelligence in China