Apple faces opposition from Micron to use Chinese memory chips - report
Seeking Alpha ·
Micron ( MU ) is opposing an effort by Apple ( AAPL ) executives to convince the White House to let the tech giant use memory chips from China as a way to alleviate soaring memory costs. Execs from both companies have been lobbying
AI 시장 분석
Apple is trying to persuade the White House to use Chinese memory chips to reduce memory costs, but Micron has strongly opposed it. Amid the US-China hegemony competition, supply chain diversification and cost-cutting pressures are conflicting. Investors should closely monitor changes in the chip supply chain according to future policy decisions.
상승 영향
- Semiconductors — Micron is expected to maintain its market dominance in the US and gain indirect benefits by blocking Apple's introduction of Chinese chips.
하락 영향
- Apple — If the introduction of low-cost Chinese memory chips is thwarted due to Micron's opposition, it will be difficult to defend against soaring memory costs, negatively impacting profitability.
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