TLDR Apple tests CXMT memory chips for iPhones and MacBooks sold in China. The move could help Apple ease memory shortages caused by strong AI demand. U.S. restrictions may limit Apple to sta
Apple (AAPL) shares fell Monday as the company tested Chinese memory chips for selected iPhones and MacBooks. The review centers on CXMT, a Chinese DRAM producer that could help Apple manage tight global memory supplies. Apple traded at $307.11, down 1.90%, after sharp morning declines before stabilizing near the session’s lower range.
Apple has tested CXMT memory chips across several product lines while weighing supply options for devices sold in China. The company also held early discussions with CXMT about providing standard memory components for future Apple products. However, any agreement must fit U.S. restrictions governing technology transfers and dealings with sensitive Chinese companies.
Current rules allow Apple to purchase standard components, but they restrict orders for chips designed to Apple’s specifications. Therefore, Apple could adjust some hardware designs if it uses standard CXMT chips in devices sold in China. That approach could secure more memory while avoiding custom manufacturing arrangements restricted under current U.S. policy.
Apple reportedly wants White House approval before advancing any supply arrangement with CXMT for products sold inside China. U.S. authorities may review the plan because the Pentagon lists CXMT among companies linked to China’s military sector. CXMT also has reported ties to Chinese government agencies overseeing information technology and state-owned enterprises.
The broader memory shortage has pressured electronics makers as data-center demand absorbs more advanced chip production. Apple has raised product prices in several markets while pointing to higher memory costs and constrained supply. As a result, the company has explored additional suppliers that could support production without disrupting major device launches.
HP and Acer have also secured limited CXMT memory supplies while manufacturers search for more available DRAM capacity. Both companies are reportedly seeking additional volumes for next year as shortages continue across the electronics industry. Their moves show how memory constraints are pushing major hardware brands toward new suppliers outside traditional channels.
CXMT has become China’s largest chipmaker by market value and one of the fastest-growing global DRAM suppliers. The company reached full production capacity this year and has considered another memory plant in Beijing to boost output. It also plans to more than double current production capacity by 2028 while prioritizing domestic Chinese technology companies.
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