Market Insights

Apple is lobbying for permission to buy chips from China’s CXMT, highlighting Europe’s absence of domestic memory supply and its reliance on external sources.

• Cornford and Cross Team
• July 5, 2026

High Bandwidth Memory (HBM) now controls a significant share of memory supply, driving shortages and impacting GPU and RAM availability in 2026.

• Cornford and Cross Team
• July 5, 2026

DRAM prices have surged up to 600% in 2026 as manufacturers prioritize AI-focused memory, causing shortages and cost hikes across PC components.

• Cornford and Cross Team
• July 5, 2026

A new AI-powered tool for small web agencies to identify scope risks in proposals is being tested as a first step toward reducing project ambiguities.

• Thorsten Meyer
• July 4, 2026

Apple lobbies Washington to buy chips from China’s CXMT, exposing Europe’s lack of domestic memory manufacturing and leverage in global supply chains.

• Cornford and Cross Team
• July 4, 2026

High Bandwidth Memory (HBM) has become the primary driver of global memory shortages, impacting RAM and GPUs due to manufacturing complexities and high demand.

• Cornford and Cross Team
• July 4, 2026

DRAM prices have doubled or more in 2026 due to a shift towards AI-focused memory production, impacting consumer and enterprise markets.

• Cornford and Cross Team
• July 4, 2026

An analysis of why Switzerland has advanced internet speeds, contrasting with the US, and what this reveals about market and policy differences.

• Cornford and Cross Team
• July 3, 2026

Apple is lobbying US officials to buy Chinese-made memory chips from CXMT, raising questions about supply chain risks and national security amid a global memory crunch.

• Cornford and Cross Team
• July 3, 2026

Micron’s latest contracts lock in $100B revenue and pre-fund capacity, signaling a shift from memory as a flexible commodity to a strategic, prepaid input.

• Cornford and Cross Team
• July 3, 2026