WS #13758
Apple is testing memory chips from Pentagon-blacklisted CXMT for iPhones and MacBooks, a supply-chain diversification move amid AI-driven memory shortage, with regulatory risks. Super Micro Computer reports $60B AI server order backlog and raised gross margin guidance ahead of Aug 11 earnings, signaling strong AI infrastructure demand.
Apple tests CXMT memory chips
Apple is testing memory chips from Pentagon-blacklisted CXMT for iPhones and MacBooks, a supply-chain diversification move amid AI-driven memory shortage, with regulatory risks.
Super Micro Computer reports $60B AI server order backlog and raised gross margin guidance ahead of Aug 11 earnings, signaling strong AI infrastructure demand.