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Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports

Apple is testing CXMT memory for iPhones and MacBooks as the AI-driven DRAM shortage pushes suppliers to expand output, Reuters reported.

  • On Aug 9, The Wall Street Journal reported Apple is testing memory chips from Chinese manufacturer CXMT across product lines including iPhones and MacBooks to mitigate component shortages fueled by the AI boom.
  • Global DRAM shortages have forced tech companies to seek alternative suppliers, and Apple initiated testing as part of a strategy to secure reliable memory supplies amid surging demand from AI infrastructure buildouts.
  • Laptop makers like Acer have already adopted CXMT memory chips, while Huawei and Xiaomi have locked up much of the manufacturer's available output through long-term agreements, giving CXMT little incentive to offer Apple discounts.
  • Apple held early discussions with CXMT about supplying components for devices sold in China and is seeking government support before proceeding; both companies declined to comment on the report.
  • Industry-Wide DRAM shortages already impact production of the A20 Pro chip, while TSMC reports having around $1 billion worth of finished chips awaiting memory before packaging can continue.
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Apple is reportedly testing memory chips from the Chinese semiconductor manufacturer Changxin Memory Technology (CXMT) across various product lines, including iPhones and MacBooks. This move comes as the company explores ways to reduce supply chain burdens by utilizing Chinese-made memory, amidst ongoing memory supply shortages and price increases driven by the artificial intelligence (AI) boom. In particular, CXMT is rapidly expanding its produ…

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Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports

Apple has been testing ​memory chips from China's CXMT across ‌product lines including iPhones and MacBooks, to mitigate a component shortage fueled by ​the AI boom, the Wall ​Street Journal reported on Sunday.

·London, United Kingdom
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Wall Street Journal broke the news in New York, United States on Sunday, August 9, 2026.
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