Apple using CXMT memory chips in the Chinese market
Created at 98.**.204.4532240
Is it because China, which accounts for more than half of the AI research population, writes excellent algorithms even without NVDA chips?
Anthropic, OpenAI, and Gemini all view it similarly, suggesting there is about a 50/50 chance of Apple using CXMT memory chips in the Chinese market and the Trump administration granting conditional approval. If that is the case, there are interesting storylines, such as the technological competitiveness gap between CXMT and Samsung/Hynix, the time it will take to capture market share, and memory price bargaining power.
Those who have invested in memory don't need to invite trouble by unnecessarily worrying about mid-to-short-term future events, but if you are bored over the weekend, doing some research wouldn't be a bad idea.
Why did South Korea announce a plan to invest 2,000 trillion won over 10 years?
If approved, we can look into interesting hypothetical scenarios, such as why Samsung would be in more danger than Hynix if Chinese memory companies catch up.
It feels like memory/semiconductor-related stock prices have been falling not just for 1–2 weeks, but for nearly a month now... Since they are falling, sure enough, all sorts of YouTube videos are popping up.
Someone told me that right now in China, they are buying DRAM at a price 30% higher than what US companies pay.
147.**.90.182
China isn't cheap either because they don't have memory chips.
75.**.146.125
Couldn't they just export Apple devices to China, finish assembly by inserting chips made in China, and sell them? Do they need to get approval for that too? Once Apple devices are sold to China, they are no longer under U.S. jurisdiction anyway, right?
241.**.96.214
Can't you bring an Apple phone bought in China to the US and use it?
