Sources: Apple has pitched Trump on using Chinese memory chips in its products sold outside the US; Micron warned such a plan could destroy the US chip industry
THE SO WHAT
If a carve‑out emerges where US brands ship Chinese memory abroad while reserving domestic lines for US fabs, supply chains bifurcate by jurisdiction, not just by product. Operators with global SKUs should be modeling dual BOMs and compliance trees now — export controls, tariffs, and political risk are about to be encoded directly into component choices.
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