Apple tests CXMT DRAM for devices sold in China

2 min read

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.