Max Weinbach(@mweinbach):Cook essentially just said on the earnings call that Chinese memory, if they could use it, would help on the supply side and they are not sure about the pricing side Essentially, they just need access and it doesn't necessarily mean it's "cheap Chinese memory"

Max Weinbach

@mweinbach

Analyst @creativestrat | Analyst and Market Research Firm | Typo ignorer Email: max@creativestrategies.com

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Max Weinbach@mweinbach

2026.07.30 21:36

Cook essentially just said on the earnings call that Chinese memory, if they could use it, would help on the supply side and they are not sure about the pricing side Essentially, they just need access and it doesn't necessarily mean it's "cheap Chinese memory"

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