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Apple pivots to China for memory chips as AI-driven shortage sends prices soaring

Apple is lobbying the Trump administration to source DRAM chips from Pentagon-blacklisted CXMT as AI-driven memory shortages push prices up 60% in 2025.

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AI · summaries

cryptobriefing.com3 g fa

Apple eyes ChangXin Memory, potentially boosting CXMT's global standing

Apple lobbying Trump for DRAM from China's ChangXin Memory (Pentagon blacklist) at 10-30% savings amid AI-driven price surge. Success validates CXMT's $4.3B IPO and pressures commodity DRAM margins, exposing Micron more than competitors pivoted to HBM.

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neowin.net4 g fa

Apple reportedly looks to blacklisted Chinese memory chips as RAM prices climb

Apple is reportedly lobbying the Trump administration for clearance to buy DRAM from ChangXin Memory Technologies, a Chinese memory maker on the Pentagon's blacklist.

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thenextweb.com5 g fa

Apple wants US approval to buy chips from CXMT as memory prices quadruple

Apple is seeking US government approval to buy memory chips from CXMT, a Chinese manufacturer on the Pentagon's military blacklist, the FT reported.

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cityam.com5 g fa

Apple eyes blacklisted Chinese supplier to ease chip shortage

Apple has reportedly lobbied Trump's administration to buy chips from CXMT, as AI continues to squeeze global semiconductor supplies.

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newsbytesapp.com5 g fa

Apple seeks approval to source chips from blacklisted Chinese firm

Apple is lobbying the Trump administration to source memory chips from ChangXin Memory Technologies, a Chinese company currently blacklisted by the Pentagon.

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thehindubusinessline.com9 h fa

Apple seeks to buy Chinese-made memory chips by lobbying US

Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its…

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Timeline cronologica

1. sabato 27 giugno 2026·daringfireball.net
   

   FT Reports That Apple Is Lobbying to Buy Memory Chips From Blacklisted Chinese Company CXMT

   Link to: https://www.ft.com/content/d72a25e2-7bde-4aa9-bd8d-0c4f3d6cb2cb

2. sabato 27 giugno 2026·cryptobriefing.com
   

   Apple lobbies Trump administration for approval to purchase CXMT memory chips

   Apple seeks Trump administration approval to buy DRAM chips from China's CXMT as a global memory shortage drives up iPad and MacBook prices.

3. sabato 27 giugno 2026·9to5mac.com
   

   Apple asks Trump admin to approve Chinese RAM after product price increases - 9to5Mac

   The Financial Times reports that Apple is seeking clearance from the Trump administration to purchase memory chips from a blacklisted...

4. sabato 27 giugno 2026·economictimes.indiatimes.com
   

   Apple seeks US approval to buy chips from blacklisted Chinese company

   Reports suggest that Apple is actively reaching out to the Trump administration in an effort to source memory chips from ChangXin Memory Technologies, a Chinese firm currently…

5. sabato 27 giugno 2026·thehindubusinessline.com
   

   Apple seeks approval to buy chips from blacklisted Chinese company, FT reports

   Apple seeks U.S. approval to purchase chips from a blacklisted Chinese firm amid rising memory chip prices, reports FT.

6. sabato 27 giugno 2026·newsbytesapp.com
   

   Apple seeks approval to source chips from blacklisted Chinese firm

   Apple is lobbying the Trump administration to source memory chips from ChangXin Memory Technologies, a Chinese company currently blacklisted by the Pentagon.

7. sabato 27 giugno 2026·thenextweb.com
   

   Apple wants US approval to buy chips from CXMT as memory prices quadruple

   Apple is seeking US government approval to buy memory chips from CXMT, a Chinese manufacturer on the Pentagon's military blacklist, the FT reported.

8. sabato 27 giugno 2026·cityam.com
   

   Apple eyes blacklisted Chinese supplier to ease chip shortage

   Apple has reportedly lobbied Trump's administration to buy chips from CXMT, as AI continues to squeeze global semiconductor supplies.

9. sabato 27 giugno 2026·ynetnews.com
   

   Report: Apple presses Trump to approve chip purchases from China

   A week after raising product prices amid soaring memory chip costs, Apple is reportedly pressing the Trump administration to approve purchases from China’s CXMT, a chipmaker…

10. sabato 27 giugno 2026·fortune.com
    

    Apple seeks U.S. approval to buy chips from blacklisted CXMT: FT | Fortune

    ChangXin Memory Technologies is on the Pentagon’s 1260H list of companies with alleged connections to the Chinese military.

11. sabato 27 giugno 2026·tomshardware.com
    

    Apple reportedly lobbies Uncle Sam for access to Chinese memory chips — tech giant allegedly wants to buy from blacklisted CXMT

    A new precedent on the precipice?

12. sabato 27 giugno 2026·theverge.com
    

    Apple wants permission to buy memory from a blacklisted Chinese supplier

    It’s question of reputation, rather than legality.

13. sabato 27 giugno 2026·zerohedge.com
    

    Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock

    The iPhone maker wants Trump administration to sign off on purchases from China's CXMT to ease pressure from rising semiconductor prices

14. sabato 27 giugno 2026·neowin.net
    

    Apple reportedly looks to blacklisted Chinese memory chips as RAM prices climb

    Apple is reportedly lobbying the Trump administration for clearance to buy DRAM from ChangXin Memory Technologies, a Chinese memory maker on the Pentagon's blacklist.

15. domenica 28 giugno 2026·benzinga.com
    

    Apple's Push For Chinese Memory Chips Isn't The Micron Threat Investors Think It Is, Analyst Says: 5 Reas

    Fears over Apple's use of cheaper chips from China's CXMT hurting Micron may be overblown.

16. domenica 28 giugno 2026·cryptobriefing.com
    

    Micron maintains edge as Apple sources cheap DRAM from CXMT

    Apple is lobbying to buy cheap DRAM from blacklisted Chinese maker CXMT, but Micron's dominance in high-bandwidth AI memory remains largely unthreatened.

17. domenica 28 giugno 2026·tipranks.com
    

    Apple lobbies Trump administration, seeks to buy chips from CXMT, FT says

    Apple (AAPL) is lobbying the Trump administration, hoping to receive clearance to purchase memory chips from CXMT, a Chinese company currently b...

18. lunedì 29 giugno 2026·cryptobriefing.com
    

    Apple eyes ChangXin Memory, potentially boosting CXMT's global standing

    Apple is lobbying the Trump administration to buy DRAM chips from China's CXMT, a Pentagon-blacklisted company, as memory prices quadruple amid AI demand.

19. lunedì 29 giugno 2026·benzinga.com
    

    Apple's Reported Push To Buy Chinese Memory Chips Isn't About Lower Prices, It's About Surviving A Worsen

    Analyst Ming-Chi Kuo says Apple's reported CXMT push is driven by AI-fueled memory shortages, not lower chip costs.

20. lunedì 29 giugno 2026·technode.com
    

    Apple reportedly lobbies US for approval to source DRAM from China’s CXMT · TechNode

    According to sources, Apple is reportedly lobbying the US government for approval to purchase DRAM chips from Chinese memory manufacturer ChangXin Memory