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China’s state-directed advancements in lithography, DRAM production, and AI model development are accelerating technological self-sufficiency and disrupting Western pricing dominance. Export controls have inadvertently accelerated indigenous innovation and vertical integration.

Impact: Forces global hardware suppliers to adapt to deflationary pricing pressure and supply chain diversification.

— from Navigating Market Volatility, Tech Corrections, and Strategic Reallocation · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Jul 28, 2026