Samsung isn't afraid of losing Apple: it's afraid Apple will discover China

July 29, 2026

Samsung is making its DRAM factories work harder not because it wants to save the consumer, but because it has realized that the real danger isn't losing an Apple order: it's allowing Apple to discover that it can live with Chinese suppliers. That's my thesis. And I think it's important to say it from the beginning, because the princip

Samsung is making its DRAM factories work harder not because it wants to save the consumer, but because it has realized that the real danger isn’t losing an Apple order: it’s allowing Apple to discover that it can live with Chinese suppliers. That’s my thesis. And I think it’s important to say it from the beginning, because the easy reading of this news is very comfortable: there’s a memory shortage, Apple needs chips, Samsung increases production, and we all breathe a little easier. But that version stays on the surface. What we’re seeing is a much more interesting fight: a fight over who retains the power to set prices for one of the most invisible and most critical components of modern technology.

Full episode: https://youtu.be/sMx4qYvH2GQ

🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.

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