Global risk aversion deepened on Saturday as surging demand for AI memory chips sent technology costs soaring, with Apple now lobbying the Trump administration for permission to buy blacklisted Chinese-made chips despite Pentagon warnings. The Cupertino giant has pressed Commerce Department officials and other senior figures in Washington to approve purchases from ChangXin Memory Technologies (CXMT), China’s largest DRAM manufacturer and a company listed by the Pentagon for alleged ties to the Chinese military . The move underscores the widening gap between soaring chip demand and geopolitical constraints, with memory prices having already quadrupled this year.

The immediate market reaction was swift. US futures fell sharply after the chip sector resumed its slide, compounded by the delayed initial public offering of OpenAI, which dented investor sentiment . Core US inflation met forecasts, tempering expectations of Federal Reserve rate hikes from two to one by year-end, yet Asian markets still saw sharp sell-offs amid rising risk aversion . Valuations in AI-exposed markets remain elevated, with chipmakers commanding historically high prices as the AI infrastructure boom drives up demand for memory components .

Consumer electronics prices are already reflecting the strain. In Estonia, the cost of electronics has risen sharply as memory chip shortages push up production costs . Amazon has similarly raised prices for its core AI cloud services in response to the same demand pressures . Meanwhile, Apple’s push to secure alternative supply chains highlights the fragility of global semiconductor networks, where geopolitical restrictions collide with technological imperatives.

The broader implications are becoming clear. Analysts warn that sustained high chip prices could weaken end-user demand, particularly in consumer markets already sensitive to inflation . With Micron’s stock declining and OpenAI’s IPO delayed, the sector faces a critical test of whether its growth narrative can outpace mounting cost pressures and regulatory hurdles. The outcome will shape not only technology valuations but also the pace of AI adoption across industries.

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Articles

Australië verdubbelt boete voor techbedrijven die socialmediaverbod voor kinderen omzeilen

de morgen · 1 day ago

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faz · 1 day ago

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cyprus mail · 1 day ago

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news.err · 1 day ago

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handelsblatt · 1 day ago

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gdeltproject.org · 1 day ago

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financial times · 1 day ago

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expressen · 1 day ago

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faz · 1 day ago

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il fatto quotidiano · 1 day ago

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the next web · 1 day ago

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the next web · 1 day ago

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postimees · 1 day ago

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welt.de · 1 day ago

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cyprus mail · 1 day ago

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expressen · 1 day ago

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handelsblatt · 1 day ago

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handelsblatt · 1 day ago