Apple realized they’ve been price hiking consumers for years even when it wasn’t necessary, and now they can’t hike it further without genuinely losing consumers The angle in which they are supposedly leaning towards CXMT is only going to strengthen the case for the big 3 memory names, especially Micron $MU as it remains the only true domestic manufacturer The ability for CXMT to meet demand is just physically not there Even if in the rare case Apple does get the green light on this, it’s only going to end up back firing on their own quality control moving forward This is a lose-lose on Apple’s end here, not the other way around for Memory One of the only true solutions for the memory shortage and prices are CXL Switches. But even those are a direct byproduct of memory. The more me
View on X ↗