#Memory Chips

SK hynix, Samsung, and Micron shares dropped sharply amid China's CXMT DDR5 technological breakthrough and memory overproduction forecasts for 2029, although a deficit persists in the medium term.

Micron Technology will invest up to $10 billion in creating a research lab in Boise (Idaho) over a ten-year horizon. The center will focus on AI memory architectures and will bring together customers, scientists, and the government.

According to Edgewater Research, NVIDIA has signed multi-year agreements with SK hynix and Micron for DRAM and HBM supply amid a global memory shortage that, by estimates, may last until 2028.

The Trump administration is preparing to grant Apple permission to buy DRAM and NAND memory from Chinese CXMT and YMTC ahead of a September meeting with Xi Jinping. Congress is demanding that Apple abandon the plan, while CXMT faces capacity constraints.

SK hynix launches a $29 billion share buyback with cancellation and commits to directing more than 50% of free cash flow to shareholders, locking in a new profit distribution policy from the AI boom.

🇺🇸 The Trump administration has banned Apple from buying memory chips from China amidst a global shortage. Commerce Secretary Howard Lutnick stated that "great American companies" should not save themselves at the expense of Beijing. However, Apple is testing CXMT and YMTC chips to avoid price hikes. Micron is lobbying for a ban, fearing competition. 📉 The memory shortage is hitting all industries, and new factories in the US are not coming soon. #Apple #Trump #TechWar #China #Chips

🇺🇸 Apple has started testing CXMT memory for iPhone and MacBook in China. 🇨🇳 WSJ: Goal is cost reduction, but US approval is required. ⚠️ Risks: CXMT capacity shortage and possible technical compromises. 📉 Analyst opinion: Technology gap may make Apple's plan unprofitable. #Apple #CXMT #iPhone #Technology #WSJ

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. 📉🇨🇳📱

ADATA CEO Chen Li-bai refuted rumors of an "AI bubble" and stated that real demand for memory is severely underestimated. Experts forecast a price increase for DRAM and NAND chips of up to 50% as early as 2026, while resource shortages will persist until the 2030s. 📉💾🚀