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Industry

Apple considers CXMT memory as shortage drags on

Apple is reviewing memory products from Chinese maker CXMT as memory supply shortages persist. Japanese ITmedia reported Apple is evaluating CXMT components while seeking assurances from the U.S. Commerce Department that CXMT will not be added to the Entity List. Analysts say the move reflects a longer-than-expected shortage and rising costs. Research firm TechInsights sees memory and storage costs for a future iPhone potentially rising sharply. Micron executives cited past customer price pressure and a 2023 downturn that cut investment.

AI & Enterprise

HBM shortage puts AI cloud on alert; CoreWeave hedges prices to tackle \'chipflation\'

A surge in AI infrastructure demand is pushing memory chip prices higher, adding pressure to cloud providers’ profit structures. CoreWeave plans to respond with a risk management strategy combining long-term supply contracts and financial techniques. Micron’s results and TrendForce forecasts highlight persistent shortages of high-bandwidth memory used in AI servers. Morgan Stanley said “chipflation” is reshaping pricing. CoreWeave says it is considering hedges such as derivatives, though discussions remain at an early stage.

Industry

AI boom fails to lift memory stocks in semiconductor investing paradox

Shares in memory chipmakers have repeatedly fallen after surprise earnings. Simon Edelsten of Goshawk Asset Management wrote in the Financial Times that semiconductors are a cyclical industry. He cited Samsung Electronics and Micron, whose shares slipped after big profit gains. Edelsten said Micron’s past buy points coincided with negative expected earnings, while apparently low P/E periods marked sell points. He flagged oversupply concerns, SK hynix’s $28 billion ADR fundraising for new capacity, and said markets await clearer evidence that AI revenues can cover heavy investment costs.