Look at this: "The Santa Clara, California-based company disclosed in a regulatory filing this week it can no longer sell certain high-end chips in China without a license from Washington. These AI accelerators go into large data centers to train AI models for tasks such as autonomous driving, image recognition and voice assistance."
I could count on one hand the number of vendors using AI accelerators in their products. And even fewer that would have meaningful DDR sales. Unless DDR are selling to Azure/AWS/GCP data centers, it's highly unlikely they're selling many of these items.
This will mostly impact data center provisioning of AI specific compute products.
DDR Price at posting:
$9.95 Sentiment: Hold Disclosure: Held
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