Memory chips were previously a low-margin business, with customers like Apple and other companies dictating prices that often allowed them to acquire shipments at pennies on the dollar. However, times have changed since late 2025, as AI datacenters have gobbled up the majority of the DRAM supply, leaving manufacturers like CXMT and YTMC to flex some might of their own, introducing hikes on the likes of Huawei of all companies. Apparently, a situation materialized between CXMT and Huawei where engineers linked to the former Chinese giant were forced to pack up their tools and exit the premises of the memory […]
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