Link to: https://www.nytimes.com/2026/08/10/technology/memory-chip-shortage-ai.html?unlocked_article_code=1.4VA.49f7.Qj8S541DkkOz
Apple is testing Chinese memory chips (CXMT) to address AI-driven RAM shortage but faces U.S. restrictions and CXMT capacity limits. Geopolitical supply-chain barriers will sustain memory premiums, pressuring IT budgets for AI infrastructure.
The NYT and WSJ on Apple, China, and the RAM Crisis
Kalley Huang, reporting from San Francisco, and Ana Swanson, from Washington, for The New York Times (gift link):
Apple, which has cited the memory chip shortage for recent price
increases, is working with other consumer electronics companies to
push for permission to buy memory chips from China, which faces
"Apple has held early talks with CXMT about supplying components with..."
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