Apple evaluates Chinese memory supplier CXMT for iPhones and MacBooks as AI-driven demand tightens component availability.
Apple is testing memory chips from China’s CXMT for potential use in iPhones and MacBooks, targeting devices sold in the Chinese market. The move follows early discussions with CXMT and seeks U.S. government approval, as supply constraints persist due to surging AI infrastructure demand.
The global memory shortage has pressured consumer electronics makers, forcing price adjustments. Apple raised product prices two months ago, citing unsustainable memory and storage costs. CXMT’s technology trails industry leaders like SK Hynix, Samsung, and Micron by two to three generations, but competitors such as HP and Acer already source its chips for non-U.S. markets.
Political resistance complicates the shift. U.S. senators urged Apple in July to avoid Chinese suppliers ahead of a summit, reflecting broader tensions over technology restrictions. The decision underscores Apple’s balancing act between supply chain resilience and geopolitical risks.