Apple lobbies White House to keep Chinese chipmaker CXMT off sanctions list as memory shortage expected to worsen through 2027; 15-20% of consumer electronics memory capacity shifting to data centers.

The memory supply-demand gap will keep widening through 2027.

The memory supply-demand gap will keep widening through 2027. That is the real reason Apple is lobbying the White House to keep CXMT off the Entity List.The memory supply-demand gap will keep widening through 2027. That is the real reason Apple is lobbying the White House to keep CXMT off the Entity List.▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.1. Of the memory capacity allocated to consumer electronics in 2026, a...