Thursday, March 31, 2022

Sources: Apple is seeking to diversify memory chip suppliers, potentially using China's Yangtze, after Japanese supplier Kioxia lost a batch to contamination (Bloomberg)

Bloomberg:
Sources: Apple is seeking to diversify memory chip suppliers, potentially using China's Yangtze, after Japanese supplier Kioxia lost a batch to contamination  —  Apple Inc. is exploring new sources of the memory chips that go into iPhones, including potentially its first Chinese provider …



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Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026 (Dan Gallagher/Wall Street Journal)

Dan Gallagher / Wall Street Journal : Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise ove...