Experts say shortages are forcing companies to explore Chinese chip supplies, yet adoption is still likely to be selective and politically contested.
Source: [Fortune](https://fortune.com/2026/08/02/cxmts-blockbuster-ipo-will-test-whether-chinas-memory-makers-are-ready-for-the-spotlight-it-does-not-yet-mean-china-is-broadly-catching-up/)