The tension between the USA and China also affects technology giants negatively. China is very attractive due to lower prices, but the pressure is huge. So much so that even existing contracts are cancelled.China cancellation from Apple
Apple, which normally supplies 3D NAND from Asian companies such as Kioxia, SK Hynix, Samsung, was the first to cooperate with a Chinese company, Yangtze Memory Technologies Corp. He had confirmed their memory. The memories considered for the iPhone, iPad and Mac series were produced with Xstacking 3.0 technology and could reach speeds of 2400MT/s. Apple had also made its first deals for a specific supply.
However, due to political pressure, Apple canceled all the deals it made. Chinese NAND memory will not be included in any of Apple’s products. The company will continue on its way with Asian suppliers. However, since the demand in the NAND memory market is very high, it is stated that YMTC will not be affected much by these cancellations.
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