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[ARTICLE · art-60482] src=ca.finance.yahoo.com ↗ pub= topic=ai-policy verified=true sentiment=· neutral

The US won't adopt Chinese memory — but it will win the AI race: Strategist

Bokeh Capital Partners founder Kimberly Forrest said the US will not adopt Chinese memory chips but will still win the AI race, commenting on memory chip stocks and US-China competition.

read1 min views1 publishedJul 15, 2026
The US won't adopt Chinese memory — but it will win the AI race: Strategist
Image: Ca (auto-discovered)

The US won't adopt Chinese memory — but it will win the AI race: Strategist Yahoo Finance Video and Josh Lipton Wed, July 15, 2026 at 2:00 p.m. GMT+2 AAPL Bokeh Capital Partners founder and chief investment officer, Kimberly Forrest, shares her take on memory chip stocks and the US vs. China. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings

source & further reading
ca.finance.yahoo.com — original article AI stock frenzy drives record revenue at Morgan Stanley, capping big bank earnings blowout Smartphone shipments hit 13-year low in Q2 as AI memory shortage hammers industry ASML stock pops on strong orders for advanced chipmaking equipment
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