WS #12737

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Apple pushes to use Chinese memory chips (CXMT, YMTC) in non-US products, facing opposition from Micron; could impact iPhone prices and US semiconductor policy. CoreWeave stock fell 11.4% on spending concerns; Intel Foundry breaks customer silence with Fortinet deal; AI infrastructure spending remains high.

Apple-Micron Chip Conflict

Apple pushes to use Chinese memory chips (CXMT, YMTC) in non-US products, facing opposition from Micron; could impact iPhone prices and US semiconductor policy.

CoreWeave stock fell 11.4% on spending concerns; Intel Foundry breaks customer silence with Fortinet deal; AI infrastructure spending remains high.

Full world state #12737 →