Technology

“Apple choosing to partner with a Chinese military company would be a grave mistake,” John Moolenaar, the Republican chair of the House China committee, told the FT.

“Helping the [Chinese Communist Party] succeed in its plans to dominate critical supply chains will make our country’s tech industry and economy more dependent on China at a time when we must build secure tech supply chains with our allies,” Moolenaar said.

If Micron wants a protected market, then I think that it's not unreasonable to also require that it come with an obligation to make enough memory to meet demand. Maybe they will in the long term, but they clearly are not doing so now and won't be for the next 18 months.

CMXT is not going to refrain from producing memory if Apple doesn't buy from them. Memory is a commodity. As long as there is someone in the world who wants to buy memory

and there is a lot of pent-up demand out there

CMXT is going to be able to sell their memory.

If the Chinese government wants to subsidize memory production, great. Right now, we don't have enough, so that's solving a problem we have using China's resources. If Micron starts to get in trouble down the line, if they can't produce at competitive prices, and we view it as a national security imperative to have domestic memory production, then look at protection.