CXMT's expansion is creating pricing pressure on Micron's DRAM business, while also offering potential supply flexibility to Apple Inc. amidst U.S. policy restrictions.
5 reports, 3 independent
Updated Oct 25
Gone quiet
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- Repetition
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New informationRepeats or wire copies
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What happened
CXMT's expansion is creating pricing pressure on Micron's DRAM business, while also offering potential supply flexibility to Apple Inc. amidst U.S. policy restrictions.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.CXMT rejects Apple's memory quote for self-sufficiency while supplying LPDDR6 DRAM to Xiaomi.1 source
Apple is negotiating with CXMT to source memory chips amid global supply chain shifts.1 source
CXMT's expansion is creating pricing pressure on Micron's DRAM business, while also offering potential supply flexibility to Apple Inc. amidst U.S. policy restrictions.1 source
Keep exploring
Part of
Global memory market competition driven by Chinese chip advancesAlso in this story
- Global memory market share is constrained by AI demand.
- Micron Technology is facing competition from Chinese memory-chip maker Changxin Memory Technologies.
- Apple is seeking government approval for purchases from Changxin Memory Technologies while navigating existing blacklists and component price increases.
The entities involved
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Micron Technology
American multinational corporation based in Boise, Idaho
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Apple Inc.
American multinational technology company based in Cupertino, California
Related events
- Driven by the AI boom, Apple Inc. is facing high demand for advanced chips, needing secure supply chains that involve the PENTAGON and ties to the Chinese military.
- Chip shortages are forcing Apple to raise prices, while AI data centers drive inflationary pressures and financial institutions note supply crises.
- Apple faces rising memory chip prices while Tim Cook steps down as CEO, with John Ternus assuming the role on September 1.
- Pricing pressure from memory shortages is causing revenue and pricing issues for both Micron Technology and Qualcomm.
- Micron Technology stock traded on Nasdaq while Tim Cook cited rising memory-chip costs.