How the Memory Crisis Caught Apple Off Guard, Apple Lobbying for Chinese Memory, Samsung / SK Announce Memory Investments

Today's Above Avalon Daily update includes the following story: 

• How the Memory Crisis Caught Apple Off Guard

• Apple Lobbying for Chinese Memory

• Samsung / SK Announce Memory Investments

We will continue our discussion regarding the memory crisis. Following Monday's update, the prevailing theme found with incoming questions from subscribers was, how could Apple have not seen the memory crisis coming? The update begins with Neil’s thoughts on the question. We then turn to Apple lobbying for Chinese memory from CXMT and YMTC. The discussion concludes with Neil’s thoughts on Samsung and SK Hynix announcing a $516B investment commitment related to increasing memory supply.

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