Apple continues work to get White House go-ahead to source memory from Chinese supplier CXMT, which the US government has placed restrictions on.
For Apple, the issue comes down to simple math. With the cost of making iPhones up 38% because of eye-watering memory price increases — up almost 7-fold since the beginning of 2025 — it makes sense to make pragmatic choices when it comes to sourcing supply, particularly when other computer companies (including HP and Acer) already obtain memory from CXMT.
US resistance to the plan is that because of the way Apple packages memory on chip, the use of that memory might partly contravene the technology transfer restrictions the US has in place. Note: use of off-the-shelf components is fine.
Apple has been lobbying to use memory from the supplier only on devices made and sold in China and would likely argue this is reasonable given that both HP and Acer already use CXMT memory in products sold outside the US.
Why it’s really about supply
