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Taiwan's chipmakers shine brightest in living memory: Hi everyone from Cheng Ting-Fang, Annie, in Taipei!This week, I had the chance to meet top executives from ...
asia.nikkei.com/techasia/taiwan-s-chipmakers-shine-brightest-in-living-memory

Apple's inventory surges 154% as memory chip costs climb | TechCrunch: Apple says unprecedented memory chip costs will continue to rise, raising questions about ...
techcrunch.com/2026/11/02/apples-inventory-surges-154-as-memory-chip-costs-climb/

Apple beats estimates with record India sales; memory chip costs threaten holiday profits
financialexpress.com/market/global-markets/apple-beats-estimates-with-record-india-sales-memory-chip-costs-threaten-holiday-profits/4375794/

Apple Says Even Higher Memory Prices and Siri AI Push Will Weigh On Profits: Apple's fourth quarter earnings exceeded expectations at $114.48 billion ...
gizmodo.com/apple-says-even-higher-memory-prices-and-siri-ai-push-will-weigh-on-profits-2000834048

Apple's new CEO Ternus to face first earnings test as memory costs surge: John Ternus will host his first earnings call as Apple's CEO on Monday ...
reuters.com/business/retail-consumer/apples-new-ceo-ternus-face-first-earnings-test-memory-costs-surge-2026-11-02/

Apple earnings beat expectations, but rising chip costs worry investors: Better-than-expected results from Apple for the last quarter of the company’s fiscal ...
euronews.com/2026/11/03/apple-earnings-beat-expectations-but-rising-chip-costs-worry-investors
Paid articlePaywall Micron Stock Finds Its Footing as It Pushes Back on Chinese Memory Threat: Micron stock was gaining as it explained why it’s not worried about CXMT’s 4F square ...
barrons.com/articles/micron-stock-price-memory-china-8278377b

Inside India newsletter: Chip squeeze hits Chinese smartphones in India as Apple, Samsung gain an edge
cnbc.com/2026/08/20/india-apple-samsung-china-smartphone-chip-inflation.html

Apple has a plan to fix its memory chip problem, but the US government says no: Apple is hunting for new memory suppliers as a global shortage squeezes ...
digitaltrends.com/phones/apple-has-a-plan-to-fix-its-memory-chip-problem-but-the-us-government-says-no/

Commerce Secretary says US opposes Apple buying Chinese memory chips: The Wall Street Journal reports that US Commerce Secretary Howard Lutnick has urged Apple ...
9to5mac.com/2026/08/14/commerce-secretary-says-us-opposes-apple-buying-chinese-memory-chips/
Apple Testing Chinese Memory Chips in iPhones and MacBooks: Apple has been testing memory chips from China's ChangXin Memory Technologies (CXMT) across product ...
macrumors.com/2026/08/10/apple-testing-chinese-memory-iphones-macs/

Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports: Apple has been testing memory chips from China's CXMT across product lines ...
reuters.com/business/retail-consumer/apple-tests-chinas-cxmt-memory-chips-iphones-macbooks-wsj-reports-2026-08-09/

$1 billion of iPhone 18 Pro chips 'on the shelves awaiting packaging' due to DRAM shortages — memory shortages reportedly put a wrinkle in ...
tomshardware.com/pc-components/dram/usd1-billion-of-iphone-18-pro-chips-on-the-shelves-awaiting-packaging-due-to-dram-shortages-memory-shortages-reportedly-put-a-wrinkle-in-apples-launch-plans

Paid articlePaywall US lawmakers urge Trump administration to ban Chinese memory chips: Apple has been lobbying for clearance to buy from China’s CXMT during a global memory ...
ft.com/content/9e7cdf3c-2e52-492f-afeb-b63d86a53ce6
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