Apple Could Tap Chinese CXMT and YMTC for Memory and Storage
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https://www.techpowerup.com/346480/apple-could-tap-chinese-cxmt-and-ymtc-for-memory-and-storage
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RetroFed
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Not that developing competition wouldn’t be great for the consumers imo, but doesn’t Apple hold future contracts with the biggest memory makers as their #1 customer?
Seems like they, of all people, wouldn’t need to develop new relationships like this.
They were first customer before AI, now probably not even in top 5