Apple using CXMT memory chips in the Chinese market

Is it because China, which accounts for more than half of the AI research population, writes excellent algorithms even without NVDA chips?

Anthropic, OpenAI, and Gemini all view it similarly, suggesting there is about a 50/50 chance of Apple using CXMT memory chips in the Chinese market and the Trump administration granting conditional approval. If that is the case, there are interesting storylines, such as the technological competitiveness gap between CXMT and Samsung/Hynix, the time it will take to capture market share, and memory price bargaining power. 

Those who have invested in memory don't need to invite trouble by unnecessarily worrying about mid-to-short-term future events, but if you are bored over the weekend, doing some research wouldn't be a bad idea.

Why did South Korea announce a plan to invest 2,000 trillion won over 10 years?

If approved, we can look into interesting hypothetical scenarios, such as why Samsung would be in more danger than Hynix if Chinese memory companies catch up.

It feels like memory/semiconductor-related stock prices have been falling not just for 1–2 weeks, but for nearly a month now...
Since they are falling, sure enough, all sorts of YouTube videos are popping up.