South Korean and Taiwanese tech companies that helped build China's hardware sector during the smartphone boom now reap the AI boom as US curbs sideline China (New York Times)
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New York Times : South Korean and Taiwanese tech companies that helped build China's hardware sector during the smartphone boom now reap the AI boom as US curbs sideline China — They make much of the gear that goes into giant data centers. Demand for their products is shifting the balance of tech power.

