Chad P. Bown(@ChadBown):Sharp turnaround for China's state-backed company central to Beijing’s AI supply chain efforts. More DRAM available now (cheaper iPhones) vs HBM competition later (AI)? Excellent reporting and explainer of the immense tradeoffs for the West vs China: short-run vs long-run, private vs public, economic vs national security... By @EleanorOlcott, Tina Hu & @MActon93

Chad P. Bown

@ChadBown

Co-Author, How to Win a Trade War (May 2026) Reginald Jones Senior Fellow, @PIIE. Host, @Trade__Talks I think about trade and policy. Probably too much

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Chad P. Bown@ChadBown

2026.07.08 09:40

Sharp turnaround for China's state-backed company central to Beijing’s AI supply chain efforts. More DRAM available now (cheaper iPhones) vs HBM competition later (AI)? Excellent reporting and explainer of the immense tradeoffs for the West vs China: short-run vs long-run, private vs public, economic vs national security... By @EleanorOlcott, Tina Hu & @MActon93