Apple CEO Tim Cook flags an "extreme shortage" in memory chips while the $DRAM ETF shatters records, hitting $25B in just 84 days.

Apple is lobbying to buy cheap DRAM from blacklisted Chinese maker CXMT, but Micron's dominance in high-bandwidth AI memory remains largely unthreatened.

Apple is lobbying the Trump administration to source DRAM chips from Pentagon-blacklisted CXMT as AI-driven memory shortages push prices up 60% in 2025.