Apple messed up

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This week Apple messed up their RAM orders in 2 ways, Samsung & SK hynix are reportedly testing Chinese chip making equipment and the Samsung Galaxy Z Fold 8 is a big hit!

Episode 312

This video on Nebula: https://nebula.tv/videos/tfc-apple-messed-up

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►►► News & product links ◄◄◄

Apple RAM 1: https://www.culpium.com/p/exclusive-apple-is-scrambling-for
Apple RAM 2: https://www.digitimes.com/news/a20260806VL212/cxmt-apple-samsung-sk-hynix-dram.html
Samsung & SK hynix Chinese supplier: https://www.reuters.com/world/china/samsung-sk-hynix-test-chinese-chip-tools-hedge-against-us-risks-2026-08-05/
Samsung Fold 8 success: https://www.sammobile.com/news/galaxy-z-flip-fold-8-ultra-break-preorder-records-south-korea/

If a line starts with "*" it’s an affilate link. I earn a commission if you buy through it.
*DJI Mic Mini 2S: https://geni.us/sWCE
Huawei MateBook Fold: https://www.youtube.com/watch?v=bTKpLwIIbRU
CMF Clip Pro: https://us.nothing.tech/products/cmf-clip-pro

EU AI generated labels: https://www.euronews.com/my-europe/2026/08/02/ai-generated-label-becomes-mandatory-in-the-eu-for-companies
Insta360 X6 teaser: https://www.youtube.com/watch?v=FdhS9vWeEWs
Apple OpenAI preliminary injunction: https://9to5mac.com/2026/08/04/apple-preliminary-injunction-openai/
Zoox licence: https://techcrunch.com/2026/08/05/zoox-to-start-charging-for-robotaxi-rides-in-las-vegas
SpaceX telecom: https://www.gsmarena.com/spacex_aims_to_enter_the_us_telecom_market_and_challenge_at_t_tmobile_and_verizon-news-74019.php
Hungary nuclear shutdown: https://www.dw.com/en/hungary-to-shut-sole-nuclear-plant-for-first-time-on-sunday/a-78205668
Signal multi-device: https://www.theverge.com/tech/975407/signal-linked-devices-sync
Lava in UK: https://x.com/lavamobilesuk/status/2083810026037084322
Samsung watch without WearOS: https://www.sammobile.com/news/samsung-smartwatch-no-wear-os-under-development/
Google Assistant shutdown: https://9to5google.com/2026/08/04/google-assistant-september-2026-shutdown/

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►►► Attributions & Time stamps◄◄◄

Music by Edemski: https://soundcloud.com/edemski

Stock assets: Getty Images

0:00 Intro
0:20 Apple’s RAM problems
1:47 Samsung & SK hynix Chinese equipment
2:57 Samsung’s Fold 8 success
3:44 Release Monitor
4:39 The Brief

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