According to BusinessKorea reports, for the first time, Apple is buying 3D NAND memory chips from China’s YMTC, making it a supplier of components for iPhone 14, which was just launched in its Far Out Event on September 7. Although Apple denied having used YMTC chips in iPhone 14 in a Financial Times report, it has confirmed that it is indeed “evaluating” purchasing YMTC’ NAND chips. That is definitely a bad omen for Korean memory manufacturers Samsung and SK Hynix. Why?
If Apple starts buying YMTC chips, Samsung, SK Hynix’s good days may be numbered
12
Sep