Chinese memory giant CXMT has reportedly achieved a significant milestone in DDR5 production, with manufacturing yields now comfortably above 90%. This is comparable to what major manufacturers like Samsung, SK hynix, and Micron are achieving. According to reports, CXMT uses a 17 nm node for DDR5...
They seem to have had the foresight to realize that this tech will quickly move to edge devices.
Hard to say, cuz they were kinda pre-committed to this strategy by always casting themselves as the more private option (vs Google) and eagerly adopting unified memory and heterogeneous SoCs.
I do think they kind of lucked into it by focusing on SoC and unified memory before LLMs got big, and now they are really well positioned for running local models like Qwen.
Coral and others had this figured out before Apple. Not to downplay the significant effect they will have, but it was clear from the first little text and image classification pop after deep dream that the technology would bifurcate into little ml that runs on phones and computers and big ml that they use to trade watt hours in rural areas.