Apple's Bold Tech Strategy! Affordable China Memory, ASIC Deal with Broadcom, and Hype Around Foldable Models!

The ongoing shortage of memory storage is forcing Apple (AAPL) to take drastic measures. After an average price increase of about 20% for iPads and Macs, significant markups are also expected for the upcoming iPhone 18 in Fall 2026. To escape the cost pressures, Apple is now testing DRAM chips from the state-supported Chinese manufacturer CXMT for the local market. The technological hurdle is high, as CXMT still lags behind Samsung or Micron globally, but the geopolitical risk weighs even heavier. Washington's attempts to curb China's AI ambitions...