WS #12737
Holding: newest synthesis is 51d 19h old
Apple pushes to use Chinese memory chips (CXMT, YMTC) in non-US products, facing opposition from Micron; could impact iPhone prices and US semiconductor policy. CoreWeave stock fell 11.4% on spending concerns; Intel Foundry breaks customer silence with Fortinet deal; AI infrastructure spending remains high.
Apple-Micron Chip Conflict
Apple pushes to use Chinese memory chips (CXMT, YMTC) in non-US products, facing opposition from Micron; could impact iPhone prices and US semiconductor policy.
CoreWeave stock fell 11.4% on spending concerns; Intel Foundry breaks customer silence with Fortinet deal; AI infrastructure spending remains high.