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Katie_OKX
#AppleTestsCXMTChips Apple testing CXMT memory chips feels less like a simple supply decision and more like a warning shot to its current suppliers 👀
Micron, Samsung and SK hynix still dominate Apple’s memory supply chain, and no CXMT deal has been confirmed. Any adoption would also need US regulatory approval. But even preliminary talks give Apple more leverage when negotiating prices and volumes 🤝
With DRAM supply already tight, adding another potential supplier could reshape both pricing expectations and market share. The interesting part isn’t whether CXMT replaces anyone overnight — it’s how quickly the existing suppliers react to protect their positions.
Test results and regulatory approval still matter, but Apple has already changed the conversation.
Smart supply diversification, or the beginning of real pricing pressure for memory stocks? 🤔
