WS #13553

From 500 msgs · 5 key-dev

Apple's $1B A20 Pro wafers stranded at TSMC due to DRAM shortage; Tim Cook warns of '100-year flood' in memory prices; Micron sold out through 2027. China launches cybersecurity review into Palo Alto Networks products, a negative regulatory overhang for PANW.

Memory/DRAM Shortage

Apple's $1B A20 Pro wafers stranded at TSMC due to DRAM shortage; Tim Cook warns of '100-year flood' in memory prices; Micron sold out through 2027.

China launches cybersecurity review into Palo Alto Networks products, a negative regulatory overhang for PANW.

Full world state #13553