
Apple is in early discussions with Chinese memory chip maker CXMT to potentially source DRAM for iPhones and MacBooks, reports The Wall Street Journal. The talks come as Apple seeks alternatives amid…
Apple is in early discussions with Chinese memory chip maker CXMT to potentially source DRAM for iPhones and MacBooks, reports The Wall Street Journal. The talks come as Apple seeks alternatives amid rising chip prices and global supply pressure. CXMT is a US-blacklisted company, so any deal requires White House approval. Apple has reportedly asked for lower prices, but CXMT has quoted the same rates it charges other clients like Xiaomi and Huawei. CXMT has already reached its production capacity for this year and supplies HP and Acer among others.


The buzz around Apple turning to CXMT for DRAM chips misses a bigger picture. Yes, Apple is in early talks, but reports don't say a deal is done. US export curbs on Chinese tech firms remain a hard barrier. The real story is not Apple's desperation but its need to diversify supply chains while staying within US law. Whether the White House grants an exception for CXMT will be the concrete test. Without that, the chatter about cheaper iPhones from Chinese memory chips is just speculation.
Sources (2): gsmarena.com, timesnownews.com
This story was synthesised by AI from the 2 sources linked above.
Updated: this story now draws on 2 sources.