Report: Apple and Micron clash before Trump over Chinese memory chips - 9to5Mac

Recent reports from The Wall Street Journal reveal that Apple is attempting to convince the Trump administration to allow the use of memory chips from Chinese suppliers, despite their designation as r... Read original →

The clash between Apple and Micron highlights the fragility of the semiconductor supply chain. Technologically, this could accelerate the upgrade of Chinese memory chip manufacturers to meet international standards, impacting the global DRAM market. From a compliance and risk perspective, policy changes will significantly increase operational costs, especially for companies relying on diversified supply chains. Competitors like Samsung and SK Hynix may exploit this opportunity to expand their market share, particularly outside the U.S. Over the next 12-24 months, this incident suggests that the global semiconductor industry will further fragment, with geopolitical factors playing an increasingly critical role in industrial layout.