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)

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.

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