It is rumored that Apple plans to buy memory from ChangXin Memory Technologies (CXMT). Short sellers can't contain their excitement, predicting that memory will crash again on Monday.

But the problem is, CXMT is not stupid either. They also want to make money in this wave. Only by making money can they invest in CapEx, thereby alleviating even greater shortages in the future.
Data shows that CXMT's memory prices are only less than 10% cheaper than Samsung, SK Hynix, and MU (Micron), with an average discount of about 5%.
What's the point of substitution then?
Lenovo commented that high memory prices will not improve in the next 10 years.
An SK Hynix executive said that the supply-demand imbalance in memory will last 10 years.
This is not at all a short-term issue of price increases due to insufficient supply. This is one of the rare major structural imbalances and mismatches in the history of human civilization.
Due to long-term price suppression by companies like Apple, this imbalance will take at least 10 years to correct.
SNDK (SanDisk) only secured contracts until 2028? In my view, they need at least until 2038.
I will depend on it for the rest of my life.
Thank you all!!