AAPL is reportedly testing Chinese-made CXMT memory chips across iPhones and MacBooks, which is another interesting development. The AI-driven memory crunch is pushing even major companies to broaden their supplier base and look for additional sources of memory.

This is exactly why I've been increasing my exposure to the memory theme through DRAM.X ETF and watching names like Micron $Micron Technology(MU)$ , SanDisk $SanDisk Corp.(SNDK)$ , SK Hynix $SK hynix(SKHY)$ , and the broader memory supply chain.

My thesis isn't simply that AI needs more GPUs. AI is creating enormous demand for HBM, DRAM, storage, and memory bandwidth, and that demand is spreading beyond data centers.

The AI infrastructure bottleneck could be shifting from "Do we have enough compute?" to "Do we have enough memory to feed all that compute?"

If that continues, I think the companies supplying the memory required to keep this entire AI infrastructure running could become some of the biggest beneficiaries of the next phase of the AI buildout.