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 stories:
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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What’s Really Going on With Memory
Today's Above Avalon Daily update includes the following story:
What’s Really Going on With Memory
Today’s update will include a broader overview of the memory crisis, including a look at why Apple and Micron are having something of a war of words with each other in public.
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An audio version of this update is available to subscribers who have the Podcasts Package (+$10/month or +$100/year) attached to their Above Avalon Daily subscription.
Thinking Through Potential Apple Price Hikes, Apple’s HW Gross Profit Trajectory, Is There an Apple HW Gross Profit Cliff?
Today's Above Avalon Daily update includes the following stories:
Thinking Through Potential Apple Price Hikes
Apple’s HW Gross Profit Trajectory
Is There an Apple HW Gross Profit Cliff?
The update begins with Neil’s thoughts on potential Apple product price hikes tied to the memory crisis. We then look at Apple’s HW gross profit trajectory as measured by gross margin dollars on an absolute basis. This brings us Apple potentially running out of time to offset higher memory pricing.
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An audio version of this update is available to subscribers who have the Podcasts Package (+$10/month or +$100/year) attached to their Above Avalon Daily subscription.