WSJ: CXMT HAS MAXED OUT ITS PRODUCTION CAPACITY THIS YEAR, LEAVING LITTLE ROOM FOR NEW INTERNATIONAL CLIENTS WSJ: HP AND ACER HAVE SECURED LIMITED QUANTITIES OF MEMORY CHIPS FROM CXMT AND ARE SEEKING TO LOCK IN MORE SUPPLIES FOR NEXT YEAR WSJ: MANY CXMT PRODUCTS ARE FETCHING PRICES ON PAR WITH, AND OCCASIONALLY AT A PREMIUM TO, THOSE OF MICRON, SOUTH KOREA'S SK HYNIX AND SAMSUNG ELECTRONICS WSJ: U.S. FEDERAL RULES MAKE IT IMPOSSIBLE FOR APPLE TO ORDER CUSTOM CHIPS FROM CXMT, LEAVING IT TO USE OFF THE SHELF COMPONENTS. USING STANDARD CXMT MEMORY CHIPS COULD FORCE APPLE TO REDESIGN CERTAIN PARTS OF ITS PRODUCTS

WSJ: CXMT HAS MAXED OUT ITS PRODUCTION CAPACITY THIS YEAR, LEAVING LITTLE ROOM FOR NEW INTERNATIONAL CLIENTS WSJ: HP AND ACER HAVE SECURED LIMITED QUANTITIES OF MEMORY CHIPS FROM CXMT AND ARE SEEKING TO LOCK IN MORE SUPPLIES FOR NEXT YEAR WSJ: MANY CXMT PRODUCTS ARE FETCHING PRICES ON PAR WITH, AND OCCASIONALLY AT A PREMIUM TO, THOSE OF MICRON, SOUTH KOREA'S SK HYNIX AND SAMSUNG ELECTRONICS WSJ: U.S. FEDERAL RULES MAKE IT IMPOSSIBLE FOR APPLE TO ORDER CUSTOM CHIPS FROM CXMT, LEAVING IT TO USE OFF THE SHELF COMPONENTS. USING STANDARD CXMT MEMORY CHIPS COULD FORCE APPLE TO REDESIGN CERTAIN PARTS OF ITS PRODUCTS

Source:https://x.com/jukan05/status/2086409185194103050