Apple Wants Blacklisted Chinese RAM — And That Tells You How Bad The Squeeze Got

Apple is lobbying US authorities to buy Chinese-made RAM from CXMT, raising questions about supply shortages, national security, and supply chain diversification.

Apple Wants Blacklisted Chinese RAM — and That Tells You How Bad the Squeeze Got

Apple is lobbying US authorities to buy Chinese-made RAM from CXMT, a company on the Pentagon’s blacklist, amid a severe memory shortage impacting tech prices.

Memory Stopped Being A Commodity

Micron’s latest contracts lock in $100B revenue, shifting memory from a spot market to long-term, prepaid agreements, transforming industry dynamics.

Apple greift nach China-Speicher. Europa hat nicht einmal diese Option.

Apple plant, Speicherchips vom chinesischen Hersteller CXMT zu beziehen, während Europa keine eigene Speicherproduktion hat. Das zeigt die Abhängigkeit Europas.

Memory Stopped Being a Commodity

Micron’s new long-term contracts signal memory is no longer a commodity, with buyers pre-funding capacity and locking in prices through 2030.

Apple Greift Nach China-Speicher. Europa Hat Nicht Einmal Diese Option.

Apple plant, Speicherchips vom chinesischen Hersteller CXMT zu kaufen, während Europa keine vergleichbaren Optionen hat. Das zeigt die Abhängigkeit Europas in der Halbleiterbranche.

Readiness: Before You Fund The Answer

A new diagnostic tool offers companies a 20-minute assessment to determine if their AI investments are ready, helping avoid costly failures.

Thrymvault: A System Around Your Content

Thrymvault introduces a private, self-hosted workspace integrating content creation, management, AI prompts, and client portals, streamlining scattered workflows.

Readiness: Before You Fund the Answer

A new quick diagnostic tool helps organizations assess if they’re ready for AI, preventing costly failures by evaluating readiness in 20 minutes.

Thrymvault: A System Around Your Content

Thrymvault launches as a private, self-hosted content system integrating documents, databases, AI prompts, and client portals to streamline content workflows.