Aug. 15 at 4:09 AM
The U.S. government is reportedly urging
$AAPL to avoid buying Chinese memory chips.
$MU,
$SKHY, and Samsung won’t be complaining.
Ironically, CXMT and YMTC are hiking prices too so this isn’t exactly a case of “cheap Chinese memory flooding the market.”
Apple once had serious supplier leverage. But the AI boom has completely changed the dynamics of the memory industry.
$WDC $SMCI