Tim Cook & Micron Technology
11 shared events · Importance 3 · Last updated Aug 10, 2026
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Business
Tim Cook: Cook warned of unavoidable price increases and described the memory surge as a 'hundred-year flood'. He is set to step down as CEO on September 1, 2026.
Micron Technology: Micron reported record gross margins of 86% and secured $22 billion in long-term commitments, benefiting from AI-driven memory demand.
Jun 17, 2026 · 199 articles
Business
Tim Cook: As CEO, Tim Cook highlighted supply constraints and said Apple is evaluating alternative suppliers. His comments on the supply chain and potential iPhone price increases are central to the event.
Micron Technology: Apple has a thinly concealed conflict with Micron over memory chip supply. Apple's supply constraints and evaluation of alternative suppliers could affect Micron's business relationship with Apple.
Jul 30, 2026 · 42 articles
Tech
Tim Cook: Apple CEO Tim Cook highlighted Micron's long-standing partnership and the importance of American innovation, reinforcing Apple's support for domestic manufacturing.
Micron Technology: Micron is the central entity, announcing a $10 billion investment in a new research hub to advance memory technologies for AI. This strengthens its competitive position and aligns with US manufacturing initiatives.
Aug 20, 2026 · 20 articles
International
Tim Cook: Cook has personally lobbied the United States — Presidency of Donald Trump to allow Apple to use CXMT chips, framing it as a way to ease supply constraints.
Micron Technology: Micron is a major DRAM supplier; Apple's move could pressure its pricing power.
Jun 17, 2026 · 68 articles
Business
Tim Cook: Tim Cook is the CEO of Apple and has publicly stated that 'everything needs to be on the table' regarding supply, indicating openness to Chinese suppliers. He is the recipient of the senators' letter.
Micron Technology: Micron is a major memory supplier that has lobbied against Apple's use of Chinese chips, fearing it could undermine domestic memory production. It could lose Apple's business if CXMT is adopted.
Jul 30, 2026 · 38 articles
Regulatory
Tim Cook: Tim Cook, Apple Inc.'s outgoing chief executive, has been lobbying United States administration officials regarding Chinese memory suppliers.
Micron Technology: Micron Technology, a member of SEMI, is one of the top three memory chipmakers that would be affected by government policies regarding the memory chip shortage.
Jul 02, 2026 · 6 articles
Business
Tim Cook: Tim Cook is preparing to step down as CEO on Sept. 1, becoming executive chairman. His tenure ends with Apple reclaiming the top market cap spot, which may shape his legacy.
Micron Technology: Micron crossed $1 trillion in market value in May, benefiting from the shift in AI investment toward memory chips. It is a key beneficiary of the broadening AI trade.
Jul 08, 2026 · 107 articles
International
Tim Cook: Tim Cook is presiding over his last Apple Inc. developers conference before stepping down as CEO, overseeing the unveiling of new AI features.
Micron Technology: Micron Technology jumped 7.2%, indicating a strong recovery in AI-related stocks.
May 18, 2026 · 316 articles
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