Jusung Engineering and PSK each lost more than 40% of their China revenue in 2025. The similarity ends there.
China's leading DRAM maker CXMT has reportedly raised its DDR5 production yield above 90%, narrowing the gap with Samsung Electronics...
Apple's unusual interest in testing CXMT memory and redirecting part of its procurement toward China has rattled Washington, given...
Apple has tested DRAM from China's ChangXin Memory Technologies in iPhone and MacBook products as AI-driven memory shortages and rising...
Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...
