Apple’s fight with Micron just took a wild turn — and it could reshape the memory market
Complete. Here is the key summaryApple is lobbying the U.S. government to source memory chips from blacklisted Chinese firm CXMT to avoid Micron's high prices, citing an AI-driven supply shortage. Micron argues these prices reflect genuine scarcity and necessary capital investment. The dispute highlights tensions between tech giants controlling costs and semiconductor manufacturers seeking returns, though it may not significantly impact Micron's dominant position in high-margin AI memory.
Quick ReadApple is lobbying the Trump administration to source memory from blacklisted Chinese supplier CXMT, accusing Micron of price-gouging with gross margins above 80%.Tim Cook raised MacBook and iPad prices 20% citing a memory shortage he called a '100-year flood,' undermining Apple's accusations that Micron is unfairly gouging.CXMT cannot pro...