Manufacturing Operations

Apple is lobbying to buy memory chips from China’s CXMT, highlighting Europe’s lack of domestic memory manufacturing and strategic leverage in the chip supply chain.

• Get an Insight Team
• July 5, 2026

High Bandwidth Memory (HBM) now accounts for nearly half of DRAM revenue, causing a global shortage of standard RAM and impacting GPU availability.

• Get an Insight Team
• July 5, 2026

Apple lobbies Washington to buy Chinese memory chips amid global shortages, exposing Europe’s lack of manufacturing options and dependence on external supply chains.

• Get an Insight Team
• July 4, 2026

High Bandwidth Memory (HBM) has become the dominant and most profitable memory component, causing shortages in RAM and graphics cards amid rising demand and manufacturing challenges.

• Get an Insight Team
• July 4, 2026

Micron’s new long-term contracts signal a fundamental change in memory supply, with buyers pre-funding capacity and locking in prices through 2030.

• Get an Insight Team
• July 3, 2026

Apple is lobbying US officials to purchase Chinese-made memory chips from CXMT, raising concerns amid ongoing chip supply shortages and national security debates.

• Get an Insight Team
• July 3, 2026

Apple is lobbying US officials to buy Chinese-made RAM from CXMT, raising concerns over national security and supply chain diversification during a memory crunch.

• Get an Insight Team
• July 3, 2026

Apple plant, Speicherchips vom chinesischen Hersteller CXMT zu beziehen, während Europa keine vergleichbaren Alternativen besitzt, was seine Abhängigkeit offenbart.

• Get an Insight Team
• July 3, 2026

Apple plant, Speicherchips vom chinesischen Hersteller CXMT zu kaufen, während Europa keine vergleichbaren Optionen hat. Die Folgen für die europäische Chip-Strategie sind erheblich.

• Get an Insight Team
• July 3, 2026

China’s government actively directs AI, robotics, and industrial growth through state-owned enterprises and plans, emphasizing top-down control over innovation.

• Get an Insight Team
• June 28, 2026