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US Pushes Apple Towards Costlier Memory Over China Risks

Howard Lutnick wants Apple to resist CXMT and YMTC as AI data centres push DRAM and NAND prices higher, placing American chip policy ahead of immediate supply relief.

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globaltimes.cn

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gadgetsnow.indiatimes.com

thenextweb.com

zerohedge.com

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US Pushes Apple Towards Costlier Memory Over China Risks

Commerce Secretary Lutnick urges Apple to qualify CXMT and YMTC as alternative suppliers during AI-driven memory shortage that pushed Q2 prices up 58–75%, curtailing Mac/iPad allocations. The policy signals US industrial strategy prioritizing supply-chain resilience over near-term cost efficiency, reshaping procurement leverage and device pricing.

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Timeline cronologica

giovedì 13 agosto 2026·globaltimes.cn
Apple reportedly tests CXMT chips, showing China-US industrial chain cooperation ‘irreversible’: experts
After media reports saying that US tech firm Apple has been testing memory chips from Chinese chipmaker ChangXin Memory Technologies (CXMT) across product lines including iPhones…
sabato 15 agosto 2026·9to5mac.com
US reportedly opposes Apple buying Chinese memory chips - 9to5Mac
The Wall Street Journal reports that US Commerce Secretary Howard Lutnick has urged Apple not to turn to Chinese memory chips.

US Pushes Apple Towards Costlier Memory Over China Risks

Confronto fonti

US Pushes Apple Towards Costlier Memory Over China Risks

Timeline cronologica

Apple reportedly tests CXMT chips, showing China-US industrial chain cooperation ‘irreversible’: experts

US reportedly opposes Apple buying Chinese memory chips - 9to5Mac

Trump administration discourages Apple from sourcing memory chips from Chinese firms

US reportedly opposes Apple buying Chinese memory chips - 9to5Mac

Apple reportedly tests CXMT chips, showing China-US industrial chain cooperation ‘irreversible’: experts

Lutnick Draws Red Line: "Great American Companies" Shouldn't Use Chinese Memory Chips

Why the US cannot stop Apple buying Chinese memory chips

US Pushes Apple Towards Costlier Memory Over China Risks

Why the US cannot stop Apple buying Chinese memory chips

Lutnick Draws Red Line: "Great American Companies" Shouldn't Use Chinese Memory Chips

Trump administration discourages Apple from sourcing memory chips from Chinese firms