Innlegg

🚨 APPLE × CXMT COULD SHAKE UP THE MEMORY SUPPLY CHAIN. 👀 $AAPL is reportedly testing memory chips from China’s CXMT for iPhones and MacBooks as the global AI-driven memory shortage continues. 0 The market is mainly focused on what this could mean for U.S. memory suppliers like $MU. For now, I see the bigger risk as **supplier diversification**, not an immediate collapse in Micron’s pricing power. CXMT’s capacity is still limited, and any broader Apple adoption would also face regulatory hurdles. 1 👀 The real question: Can CXMT scale enough to materially change the memory supply-demand balance? Until then, this looks more like a **headline risk** than a confirmed industry shake-up. #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges