CXMT’s Capacity Woes Likely Mean Its Partnership With Apple Won’t Blossom To The Same Heights As Korean Rivals; DRAM May Be Limited To Product Testing Only

Companies such as Samsung, SK hynix, and Micron have chosen to prioritize AI customers because they can place mammoth-sized DRAM orders, pushing Apple into a corner as it strategizes how to overcome this supply chain headache. While CXMT was previously reported to be a beacon of hope, the Chinese me…