Episode Mentions
9to5Mac Daily · Jul 10, 2026
Mac shipments are growing, more
“Chinese memory chip supplier on Pentagon blacklist; Apple testing RAM chips for China-market devices”
Apple American Manufacturing Program (AMP)U.S. semiconductor manufacturing incentives and reshoringMemory chip supply chain constraints
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Bloomberg Daybreak: Asia Edition · Apr 23, 2026
Stocks Fluctuate, SK Hynix Record Profit Quarter
“Chinese competitor to SK Hynix investing heavily in memory chip production, creating competitive pressure on Korean and Taiwanese chipmakers”
US-Iran Strait of Hormuz tensions and ceasefire negotiationsSK Hynix record earnings and CapEx expansion strategyAI chip demand and memory market super-cycle sustainability
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The Vergecast · Dec 23, 2025
The Vergecast RAM Holiday Spec-Tacular
“Chinese state-backed memory company attempting to break oligopoly; missed government targets despite massive investment”
DRAM Manufacturing Capacity and Fab ConstructionAI Data Center Infrastructure BuildoutMemory Pricing Dynamics and Market Oligopoly
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