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Looking ahead: CXMT is positioning itself as a possible new memory supplier for Apple as the Chinese DRAM maker expands production and pushes into newer mobile and high-bandwidth memory technologies. Its investments in advanced memory and large-scale manufacturing have made it a more credible option for global electronics companies, even as it remains far smaller and less proven than established industry leaders.
For Apple, the prospect underscores how China's domestic chip industry is beginning to create new supply-chain choices – and new political complications – for the world's biggest technology companies.
The company did not name Apple in a recent statement, but said it is willing to work with major customers around the world. "We take an open approach to exploring collaboration opportunities with top-tier customers worldwide," CXMT said. "Our products are already capable of competing with leading global suppliers in terms of performance, quality, and supply reliability."
