Apple Lobbies Trump Administration To Buy Memory Chips From Blacklisted CXMT

The problem isn't just the price Getting enough DRAM is hard Secondly, this is China only They have to compete with Huawei (which can use CXMT and also has its own memory fab thru SwaySure JV) Apple can't maintain its market share in China without using CXMT DRAM Kirin 9040 will close the SoC performance gap by a lot I can also assure u that they are lobbying for YMTC NAND as well

https://www.ft.com/content/d72a25e2-7bde-4aa9-bd8d-0c4f3d6cb2cb?shareType=nongift

@Alex_Intel_ That would be like voluntarily abandoning the U.S. memory industry.

@jukan05 We shouldn't allow this

Ridiculous

@jukan05 Micron is building a bunch of US fabs so they have more sway with Lutnick

Apple using Intel helps their case. But Microns investment is way bigger than Apples wafer commitment to Intel

@jukan05 Apple can technically use CXMT as backup supplier for non-US market?

@jukan05 RIP $MU

@jukan05 they want to wipe floor with micron 😭

@jukan05 America; a chips beggar? Insane timeline.

@jukan05 Haven’t they already tried and lost this before?

@jukan05 Oh damn…

@jukan05 Advice for @SecScottBessent @SecRubio @JDVance @davidsacks47 @chamath @friedberg @Jason @realDonaldTrump tell Apple and the rest of the people like @tim_cook to use all those profits to build the fabs in america and take the profits for themselves and america

@jukan05 @zephyr_z9 Let’s not overlook $AAPL chose the day of $MU earnings to announce their “memory impacted” price hikes.

A negotiating game is ongoing.

@jukan05 @jiwanpark1014 Commerce just deferred from adding them to the entities list.

@jukan05 Details of my analysis.

👇Next steps

@jukan05 @grok would this be an upside to Nokia?

@jukan05 @grok share the summary of the article pls

@jukan05 Tim Cook is a b*tch

@zephyr_z9 @mindmoon_108 Apple needs to feel the consequences of their supply chain decisions. Let them suffer.

@jukan05 Details of my analysis.

👇Next steps