Ming-Chi Kuo

“this is the "real reason Apple is lobbying the White House to keep CXMT off the Entity List", meaning that in order to keep enough supply flowing, Tim Cook is trying to persuade the US government to …”

“CXMT states in its IPO prospectus that its capacity is far below domestic demand”

“Not if Kuo is right and something like 20% (or more) of the memory supply for consumer electronics is redirected to data centers next year.”

“"Of the memory capacity allocated to consumer electronics in 2026, an estimated 15 – 20% is expected to shift to data centers in 2027, and that share could grow."”

“Of the memory capacity allocated to consumer electronics in 2026, an estimated 15 – 20% is expected to shift to data centers in 2027, and that share could grow.”