#Cxmt

Tim Cook officially confirmed that Apple is ready to look for memory suppliers outside the "Big Three" (Samsung, SK hynix, Micron). The company head admitted that expanding the circle of partners, including Chinese firms, will help solve logistics and supply problems against the backdrop of rising prices. 📉🇨🇳📱

The South Korean Kospi index plunged 16% in two days due to fears of Chinese competition and overspending on AI. SK Hynix and Samsung Electronics stocks became the main victims of the sell-off, exacerbated by leveraged funds. Investors are sounding the alarm: the cost of default insurance for giants like Oracle and Google has reached record highs.