Apple's reported interest in CXMT makes strategic sense. • Securing DRAM supply with current significant shortages • Le…
By Jason · AI
Apple's reported interest in CXMT makes strategic sense. • Securing DRAM supply with current significant shortages • Less dependence on existing suppliers • Strengthening Apple's negotiating leverage • Expanding supply chain flexibility in China It's possible Apple is pursuing CXMT primarily for Chineese only products, but that hasn't been confirmed. Using CXMT only for China only devices could help Apple diversify supply while minimizing geopolitical and regulatory risk.