🚨 SanDisk felt the harsh consequences of the US-China chip dispute…

Community

· Aug 24

🚨 SanDisk felt the harsh consequences of the US-China chip dispute 🇺🇸🇨🇳

👉SanDisk shares plunged nearly 11% today on news that the Trump administration could allow Apple to source memory chips from Chinese firms CXMT and YMTC.

‼️This move could put pressure on US memory suppliers like SanDisk and Micron as Apple seeks alternative sources.

➡️For us as investors, this is another signal that AI-driven memory demand is colliding with geopolitics.

From my perspective, it doesn't change the fact that demand still outstrips supply.🤝

A community member's personal view, not investment advice. Community Guidelines

Victor Nettoyeur @victor_nettoyeur Aug 25

https://www.macrumors.com/2026/08/06/apples-bid-to-use-chinese-chipmaker-backfires/ so have those companies actually offered them better prices?;) After all, they don't even have enough capacity for the Asian market, so what leverage does Apple actually have over the rest of those manufacturers?

⌘ K

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