المنشور

I am Cige. The matter of Apple testing Changxin's DRAM chips only gets interesting when you dig deeper. The event itself: Apple is anxious, Changxin is firm. Cook used an unprecedented phrase to describe the current memory pricing during his last earnings call: a once-in-a-century flood. Apple's CFO was even more direct, stating that the rise in memory costs accounted for the entire quarter-over-quarter decline in adjusted gross margin. Prices have risen to a point Apple can no longer bear; the MacBook Air starting price increased from 8499 to 9999, and the iPad Air price rose by over 20%. Apple is testing Changxin's DRAM chips across multiple product lines, targeting devices sold in the Chinese market. However, in initial talks, Apple's request for price reductions was directly rejected; #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges