Apple Starts Testing Cheaper Chinese RAM Inside iPhones, but Your Pocket Won’t Feel the Ease
The move could widen Apple’s China supply exposure as CXMT expands DRAM output and U.S. officials keep pressure on Chinese tech firms.
- Apple Inc. has begun testing DRAM chips from ChangXin Memory Technologies for products sold in China, according to the Financial Times on Wednesday.
- With plans to raise at least 29.5 billion yuan—about $4.3 billion—in an IPO, CXMT has become central to China's AI chip ambitions as state-backed shareholders hold 36% of the firm.
- The world's fourth-largest DRAM producer competes with Samsung Electronics, Hynix, and Micron Technology. SemiAnalysis analyst Ray Wang noted that Customers have already booked most of CXMT's output.
- Apple previously faced criticism from Washington lawmakers, including then-Senator Marco Rubio, now Secretary of State, for exploring Chinese memory suppliers in 2022.
- The Trump administration has delayed adding CXMT to the Entity List to avoid escalating tensions with Beijing, though the partnership remains sensitive as Washington monitors China's technology ambitions.
28 Articles
28 Articles
The global rise in DRAM memory pushes technology into a partnership with the ChangXin Memory Technologies plant that clashes with US protectionism
Apple's response to RAMageddon could be to utilize Chinese RAM — but it won't mean lower prices for you
RAMageddon is not going to end anytime soon, and the increasing cost of memory is causing the price of all our gadgets to start climbing. In fact, the situation is so bad that analysts predict the upcoming iPhone 18 Pro Max's price could rise by as much as $200 when it arrives later this year. But Apple may have a plan.Reports first appeared a few days ago, claiming that Apple was considering sourcing DRAM chips from Chinese companies ChangXin M…
Apple starts testing China's CXMT memory chips
Apple has begun testing memory chips from China’s state-backed CXMT for devices sold in China, the Financial Times reports. That puts it behind a supplier Washington has flagged as a security risk. Apple has turned to Chinese memory chips for its own devices. It has begun testing DRAM from state-backed ChangXin Memory Technologies (CXMT), the […] This story continues at The Next Web
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