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China AI Supply Chain Chokehold: Gallium, Rare Earths, and the Materials War | The ByteDive

2026-04-032026-03-18 by Byte Diver

China gallium rare earth semiconductor supply chain - colorful mineral stones close-up

Your phone screen, your car’s radar, even the cooling system inside NVIDIA’s latest GPU — they all depend on a metal you’ve probably never heard of. China controls 98% of it. And as of March 2026, its price has risen … Read more

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HBM Memory Market Analysis: The Race from HBM4 to HBF Between SK hynix and Samsung

2026-04-032026-02-23 by Byte Diver

The heart of an AI data center is widely believed to be the GPU. But the actual time GPUs spend computing is surprisingly low. Research shows that over 50% of attention kernel cycles during LLM inference are stalled waiting for … Read more

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