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Apple tests China’s CXMT chips as AI-era memory shortages bite
Technology·Short term·▼ -2%

Apple’s CXMT testing will intensify scrutiny of how far AI shortages push it toward China-linked supply chains.

Apple’s supply chain choices can ripple through the global memory market and deepen tech dependence on China.

AI reasoning

Apple’s supply chain choices can ripple through the global memory market and deepen tech dependence on China.

Curated summary

Apple has been testing memory chips from China’s CXMT for iPhones and MacBooks, according to a Wall Street Journal report. The company is also said to have held early talks with CXMT about supplies for some devices sold in China. The move reflects how the AI boom is tightening memory supply chains and pushing major hardware makers to diversify sourcing.

Supporting evidence

Source news

Apple tests China’s CXMT chips as AI-era memory shortages bite

The company is exploring CXMT memory chips for iPhones and MacBooks while trying to ease supply pressure from the AI boom.

Indian Express·1h ago
Read full article at Indian Express