[Apple and Micron's Long-Standing Feud Erupts, Chinese Alternative Capacity May Become the Biggest Winner] BlockBeats News, June 27: This week, the commercial dispute between Apple and memory chip giants represented by Micron and SK Hynix has escalated further. On Thursday, Apple announced official price increases for several products, including MacBook and iPad, citing skyrocketing memory costs. In a statement, Apple declared it could "no longer protect consumers." Following the announcement, Apple's stock price plummeted, wiping out approximately $265 billion in market value. Just a day earlier, Micron had released an explosive earnings report that far exceeded market expectations, driving the company's stock price up by 13%. On the day of the earnings release, Micron CEO Sumit Sadana reflected on past challenges, hinting that Apple had leveraged its negotiating power during the last industry downturn to significantly drive down prices, which severely hampered Micron's ability to invest in production capacity and planted the seeds for the current severe memory shortage. Apple's price suppression tactics led to massive losses for suppliers like Micron and Hynix in 2022 and 2023, while Apple profited over $16 billion during the same period through its pricing strategy for iPhones with different storage capacities. Market analysts point out that the long-standing tensions between Apple and the memory chip giants have reached a boiling point, and Apple's forced price hikes may signal uncertainties in their long-term partnership. On the other hand, Apple has proactively sought alternative solutions, lobbying the Trump administration to include Chinese companies like ChangXin Memory Technologies (CXMT) in its supply chain. Analysts suggest this is currently Apple's most realistic solution, as they urgently need China's DRAM and NAND production capacity to counter the rising competition from Huawei and others, ensuring Apple's market share in China and globally. Public information reveals that ChangXin Memory Technologies is set to go public on the Shanghai STAR Market with a valuation of $500 billion. As a core player in China's DRAM industry, its current production capacity primarily serves domestic clients in China. Key customers include Alibaba Cloud, Huawei, AI chip startups like Cambricon, as well as terminal manufacturers such as Xiaomi and Lenovo. The company's products currently focus on general-purpose DRAM while rapidly shifting toward HBM to support AI computing power.