Apple vs Micron: who's really to blame?
Tim Cook and Micron are trading barbs over memory pricing. Interesting dynamics unfolding in the supply chain – wonder what this means for semis and hardware stocks?
Tim Cook pointing fingers at memory suppliers for price hikes, and Micron firing back that aggressive customers squeezed them dry during the downturn. Both sides have a point, but the real story is the structural underinvestment in memory — reminds me of the cyclical nature of so many industries, including crypto mining 🤔.
This public spat could signal tighter supply ahead. Micron clearly wants to maintain pricing discipline, and Apple might have to pay up or diversify suppliers. Could be a good time to watch MU and other semi plays if you're into equities. Anyone else following this?
Not putting a setup on it because my focus is crypto, but the narrative around supply chains and capex cycles is pretty universal. Would love to hear how others are thinking about this!
Comments5