Apple had already completed the monthslong process to certify YMTC's 128-layer 3D NAND flash memory for use in iPhones when the U.S. government unveiled the tighter export restrictions against China early this month, multiple sources said.https://t.co/mGcn8eHX1p
— Andy Sharp (@sharp_writing) October 17, 2022
Yet another decoupling sign. Biden is serious about chips and without advanced chips, China has become a very bad place to buy a lot of things. https://t.co/NdtqioV3ad
— Dan Harris 🇺🇦 🇺🇦 🇺🇦 (@danharris) October 17, 2022
Better not do anything you will regret.
— Charles Mok 莫乃光 (@charlesmok) October 17, 2022
Apple freezes plan to use China's YMTC chips amid political pressure
Company previously planned to put Chinese-made memory in some iPhoneshttps://t.co/DRKOzeokD9
Apple had been considering eventually purchasing up to 40% of the NAND flash memory needed for all iPhones from 🇨🇳 government-subsidized YMTC, but now it has put on hold plans to use YMTC’s memory chips in its products. https://t.co/oUVOe9YLpJ
— Byron Wan (@Byron_Wan) October 17, 2022
An escalating trade war with China will deepen inflation as companies take more expensive paths to getting components AND addressable markets of multiple industries shrinks causing price increases to address shortfalls.
— Dare Obasanjo (@Carnage4Life) October 17, 2022
Globalization’s end will hurt a lothttps://t.co/BnrqfDT1Xv
Your daily reminder that de-globalisation is inflationary https://t.co/UnZK9OR65U
— Florian Kronawitter (@fkronawitter1) October 17, 2022
Wow...Apple drops China’s YMTC as memory chip supplier amid US trade sanctions: Nikkei | South China Morning Post https://t.co/rUCdxb3s3d
— Paul Triolo (@pstAsiatech) October 17, 2022
Apple drops China’s YMTC as memory chip supplier: Nikkei https://t.co/DwQQfgha5h
— South China Morning Post (@SCMPNews) October 17, 2022
An escalating trade war with China will deepen inflation as companies take more expensive paths to getting components AND addressable markets of multiple industries shrinks causing price increases to address shortfalls.
— Dare Obasanjo (@Carnage4Life) October 17, 2022
Globalization’s end will hurt a lothttps://t.co/BnrqfDT1Xv
"YMTC chips were initially planned to be used only for iPhones sold in the Chinese market. One source, however, said Apple was considering eventually purchasing up to 40% of the NAND flash memory needed for all iPhones from YMTC." https://t.co/yM7lWDkoKL
— Martijn Rasser (@MartijnRasser) October 17, 2022
Apple freezes plan to use China's YMTC chips amid political pressure https://t.co/4Vix6FoW3J
— Alice Su 蘇奕安 (@aliceysu) October 17, 2022
Apple had been considering eventually purchasing up to 40% of the NAND flash memory needed for all iPhones from 🇨🇳 government-subsidized YMTC, but now it has put on hold plans to use YMTC’s memory chips in its products. https://t.co/oUVOe9YLpJ
— Byron Wan (@Byron_Wan) October 17, 2022
Apple freezes plan to use China's YMTC chips amid political pressure https://t.co/LJTm2f5AgK
— Xinqi Su 蘇昕琪 (@XinqiSu) October 17, 2022
Further evidence of the immediate and massive ramifications of the US Chips Act which I discussed with @peterstefanovic On @SkyNewsAust today. Apple freezes plan to use China's YMTC chips amid political pressure https://t.co/aDrDoYNSkC
— Andrew J Phelan (@ajphelo) October 17, 2022
US government forces Apple to reject memory chips from a Chinese company (YMTC).
— S.L. Kanthan (@Kanthan2030) October 17, 2022
How America’s rules-based order, freedom, and free markets work.
https://t.co/9VIEKXtx9o #semiconductor #geopolitics
$AAPL puts on hold plans to adopt NAND flash memory chips from China’s chip champion #YMTC amid mounting political pressure and U.S. severe crackdown on Beijing’s tech ambition @NikkeiAsia exclusive https://t.co/UPuVCCYoDq
— Cheng Ting-Fang (@ChengTingFang) October 17, 2022
The move comes amid the latest round of U.S. export controls imposed against the Chinese tech sector and is a sign that Washington's crackdown is creating a chilling effect down the supply chain. https://t.co/N9z1XAk0g3
— Hey, Dave! (@davegreenidge57) October 17, 2022
おお、Appleで採用の話出てきてたのにマジかhttps://t.co/UfvhwTMJhS
— O型 (@handsonicsuki) October 17, 2022
アップルが、YMTCのチップの利用を停止。先日のアメリカ国籍をもつエンジニアの中国企業への就職禁止に加えて、生木を裂くようようなデカップリングが進み始めた?https://t.co/HKx3pjgBRh
— Mariko Watanabe (@suneko13) October 17, 2022
I think this is a trust worthy source for your referencehttps://t.co/ZoLBiKrrSH
— KeithLo🇺🇦 (@siukinlo) October 17, 2022
Big news: Apple just dropped China's YMTC memory chip supplier due to geopolitics. It was supposed to supply 40% of Apple's Iphone chips.
— Trinh (@Trinhnomics) October 18, 2022
Supply chains are being disrupted. And that means higher costs/challenges but also opportunities for others.https://t.co/36HvmfK6u1
Original sourced article says "pause." Article which quotes it shifts to "dropped," after game of telephone. Then on to twitter where it is sold as a final, permanent, cataclysmic policy shift.
— China Beige Book (@ChinaBeigeBook) October 17, 2022
Welcome to the signposts of Armageddon.https://t.co/dUebwvnb6I
Apple has been bullied under threat of government regulations. All in the name of a "free market" and "capitalist competition."
— david kersten (@davidkersten) October 18, 2022
The irony is still molten, fresh from the furnace.https://t.co/o7EAsubMsp
Apple halted a plan to use NAND Flash memory chips from China's YMTC in iPhones, Nikkei reports, adding Apple had planned to use YMTC chips as early as this year as they are 20% cheaper than those of leading rivals. $AAPL #iPhone https://t.co/BLzSUEkh6W
— Dan Nystedt (@dnystedt) October 18, 2022
Allowing CCP-controlled YMTC into iPhones would have put our national security at serious risk and made us more reliant on China. I’m glad that Apple is dropping YMTC, as I urged last month, but they should not have considered YMTC in the first place. https://t.co/9SRaOP2kss
— Tom Cotton (@SenTomCotton) October 17, 2022
1/2-#Apple freezes plan 2 use #China #YMTC chips amid political pressure-Nikkei Asia-“TAIPEI/PALO ALTO-U.S.-Apple has put on hold plans 2 use memory chips from China's Yangtze Memory Technologies Co.(YMTC)in its products, multiple sources told Nikkei Asia- https://t.co/DfGUrxMy75
— Dan DiMicco (@DanRDimicco) October 17, 2022