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Bank of America Merrill Lynch
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Bank of America Merrill Lynch Report: Chinese Large Models Establish Dominance in the "Low-Cost, High-Performance" Global Market, with DeepSeek Leading Monthly Usage on the OpenRouter Platform
A Bank of America Merrill Lynch report indicates that Chinese large models are establishing a dominant position in the global "cost-performance" niche market. According to OpenRouter platform data, De
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Bank of America Merrill Lynch Report: CXMT's global DRAM market share is expected to reach 10% by Q2 2026, and YMTC's NAND market share is expected to reach 14%.
Bank of America Merrill Lynch reported that in the storage sector, CXMT's global DRAM revenue share has risen from 3-4% in 2024 to approximately 10% in Q2 2026, while YMTC's NAND share increased from
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Bank of America Merrill Lynch: The gap between China's AI model capabilities and global top-tier levels continues to narrow, with Kimi K3 and GLM-5.3 achieving 95% of Claude Opus 5's intelligence index.
Bank of America Merrill Lynch reported that China's AI model market saw intensive upgrades in August, with the gap between domestic models and global top-tier levels continuing to narrow. According to
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Bank of America Merrill Lynch Report: Chinese Large Models Establish Dominance in the "Low-Cost, High-Performance" Global Market, with DeepSeek Leading Monthly Usage on the OpenRouter Platform
A Bank of America Merrill Lynch report indicates that Chinese large models are establishing a dominant position in the global "cost-performance" niche market. According to OpenRouter platform data, De
-
Bank of America Merrill Lynch Report: CXMT's global DRAM market share is expected to reach 10% by Q2 2026, and YMTC's NAND market share is expected to reach 14%.
Bank of America Merrill Lynch reported that in the storage sector, CXMT's global DRAM revenue share has risen from 3-4% in 2024 to approximately 10% in Q2 2026, while YMTC's NAND share increased from
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Bank of America Merrill Lynch: The gap between China's AI model capabilities and global top-tier levels continues to narrow, with Kimi K3 and GLM-5.3 achieving 95% of Claude Opus 5's intelligence index.
Bank of America Merrill Lynch reported that China's AI model market saw intensive upgrades in August, with the gap between domestic models and global top-tier levels continuing to narrow. According to
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Bank of America Merrill Lynch
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