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in postLONG
“The memory supply-demand gap will keep widening through 2027. That is the real reason Apple is lobbying the White House to keep CXMT off the Entity List.”
@RJCcapital
DRAM supply gap widens through 2027 as data centers absorb capacity, driving LPDDR scarcity and price gains for Micron
MULONG@ $1,150.21
$815.38-29.11%
since call Jun 28
in postSHORT
“Due to tight memory (LPDDR) supply, Apple's actual pull-in volume of A20 chips in 2H26–1Q27 could be 10–20% below its original target (though part of that may r”
@RJCcapital
LPDDR supply crunch cuts Apple A20 chip pull-ins 10-20% below target in 2H26-1Q27, threatening iPhone cycle volumes
AAPLSHORT@ $288.92
$305.05-5.58%
since call Jun 28
TIMESTAMPS
in post
in post