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.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 61% · Bearish (Short) 39%
334 participants
Related News
- Two Wall Street Analysts Just Set Price Targets on Sandisk $1,430 Apart. One of Them Is Going to Be Very Wrong.
- Why Wall Street Can't Get Enough of This Dividend King
- Could Investing $50,000 Into S&P 500 Index Funds Be Enough to Get Your Portfolio to $1 Million by Retirement?
- Notable tech headlines for the week: Alphabet, Intel, AMD in focus
- 2 Nuclear Energy Stocks Poised to Ride the Industry's Historic Revival
- Financial stocks win on fund inflows; Hut 8, Iren among gainers; Canadian banks, AmEx in losers
