Post

Here's a polished and balanced English version of your post: A quick market observation—those who understand the implications will know why this matters. Reports suggest Changxin Storage (CXMT) has rejected Apple's request for lower memory prices, instead offering pricing in line with Samsung and SK Hynix. The significance isn't just about higher prices—it's about who holds the pricing power. For years, major device makers like Apple largely dictated terms, while suppliers competed on price. If memory manufacturers can now push back, it signals a potential shift in bargaining power from buyers to sellers. With memory shortages expected to persist into 2027 and production capacity reportedly booked well in advance, the supply-side story continues to strengthen. The spillover into crypto is worth watching. Markets may be re-pricing hard assets backed by tangible supply-and-demand dynamics, while narrative-driven assets like $BTC have taken a back seat in the short term. The key question is whether capital eventually rotates back into crypto once this cycle matures. $BTC #Bitcoin #Crypto #Semiconductors #Memory #AI #Markets #Investing