Apple has been testing memory chips from China’s CXMT across products including iPhones and MacBooks as it seeks to ease supply pressures caused by booming AI demand.
The company has also held early talks with CXMT about potentially supplying chips for devices sold in China, according to the Wall Street Journal.
Will Apple confirm CXMT as a memory-chip supplier by the end of 2026?
Global memory supplies have tightened as AI data centers absorb more capacity, increasing competition for components used in consumer electronics.
Adding CXMT could help Apple diversify beyond suppliers such as Samsung, SK hynix and Micron. However, any potential deal could face geopolitical scrutiny amid growing US restrictions on China’s semiconductor industry.
No final supply agreement has been announced.
Market Rumor - Apple seeks to buy memory chips from blacklisted Chinese company
iPhone maker wants Trump administration to sign off on purchases to ease pressure from rising semiconductor prices.
Reuters
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