https://s3h.com/tags/micron/ Recent content in Micron on S3H.com Hugo en-us Tue, 25 Aug 2026 00:00:00 +0000 https://s3h.com/micron-mu-and-sandisk-sndk-fell-on-the-apple-cxmt-report-the-market-priced-volume-in-a-price-driven-cycle/ Tue, 25 Aug 2026 00:00:00 +0000 https://s3h.com/micron-mu-and-sandisk-sndk-fell-on-the-apple-cxmt-report-the-market-priced-volume-in-a-price-driven-cycle/ <p>The memory complex lost several billion dollars of market value on Monday on the strength of a Weibo account. Reports circulating over the weekend, traced back to a pseudonymous poster called Mobile Chip Expert and relayed through Wccftech and AppleInsider, said the Trump administration may permit Apple to source DRAM from ChangXin Memory Technologies and NAND flash from Yangtze Memory Technologies, with a decision communicated after a Trump-Xi meeting expected around September 24. SanDisk traded down as much as 9% to $1,458.29. Micron and Western Digital fell around 7%. Eight days earlier, Commerce Secretary Howard Lutnick had told the Wall Street Journal that it is not great for American companies to be using Chinese memory, and the same names rallied hard on the session. A cabinet secretary on the record moved the group less than an anonymous leaker did. That is worth sitting with before anything else, because it says the complex is currently being priced on the policy narrative rather than on bits.</p>