AI memory crunch sinks smartphone shipments 20% as Polymarket bets 15% on Apple buying CXMT chips
Polymarket · x · 2026-10-12
Polymarket has listed a prediction market on whether Apple will purchase memory chips from Chinese vendor CXMT in 2026, currently trading at 15%.
The backdrop: AI-driven memory shortages are pushing prices up, with global smartphone shipments plunging 20% — the worst third quarter in 14 years. Memory supply is being squeezed by AI server demand, to the point where Apple may consider Chinese memory suppliers it previously ignored.
Related event: AI-driven memory shortage sends global smartphone shipments down 20%(2 posts)→
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