WS #13553
Holding: newest synthesis is 95d 10h old
Apple's $1B A20 Pro wafers stranded at TSMC due to DRAM shortage; Tim Cook warns of '100-year flood' in memory prices; Micron sold out through 2027. China launches cybersecurity review into Palo Alto Networks products, a negative regulatory overhang for PANW.
Memory/DRAM Shortage
Apple's $1B A20 Pro wafers stranded at TSMC due to DRAM shortage; Tim Cook warns of '100-year flood' in memory prices; Micron sold out through 2027.
China launches cybersecurity review into Palo Alto Networks products, a negative regulatory overhang for PANW.