Apple tests CXMT DRAM for devices sold in China
Apple has started testing DRAM chips from China’s state-backed ChangXin Memory Technologies for devices sold inside China and is lobbying the US government to permit broader use. The development is politically sensitive because CXMT has substantial state-linked ownership and Beijing sees it as central to building a self-sufficient AI supply chain. CXMT is the world's fourth-largest DRAM maker, with about 11% market share last year and an expected rise to 15% by 2028 as new lines in Hefei, Shanghai and Beijing come online; it also plans an IPO to raise at least 29.5 billion yuan. Observers fear state-backed capacity could pressure global prices, and the US has so far refrained from blacklisting CXMT.
Apple is testing CXMT DRAM for devices sold in China.
Context
Apple previously faced pushback in 2022 when it explored Chinese memory suppliers. CXMT is expanding production and planning an IPO. The next steps likely include US government decisions on whether to allow broader CXMT use.
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