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    <title>DRAM on 3V.org</title>
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    <description>Recent content in DRAM on 3V.org</description>
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      <title>Apple&#39;s Chinese Memory Push Is a Precedent Problem for $MU and $SNDK, Not a Volume Problem</title>
      <link>https://3v.org/apples-chinese-memory-push-is-a-precedent-problem-for-mu-and-sndk-not-a-volume-problem/</link>
      <pubDate>Tue, 25 Aug 2026 00:00:00 +0000</pubDate>
      
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      <description>Apple&amp;rsquo;s reported move toward Chinese memory is turning into a much bigger story for the sector than the first headlines suggested, and I think the market is worrying about the wrong part of it.
The reports say Apple is testing CXMT for DRAM and YMTC for NAND, aimed at iPhones and other devices sold specifically inside China, with Washington possibly deciding whether to allow it after a Trump-Xi meeting in September.</description>
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