Apple is testing DRAM chips from Chinese supplier CXMT for use in iPhones and MacBooks [1, 2].
The move signals a shift in Apple's sourcing strategy as an AI-driven memory shortage tightens the global supply chain. By integrating CXMT components, Apple aims to secure additional capacity to maintain production levels for its flagship devices [2, 3].
Reports indicate that Apple pursued the partnership even after CXMT refused to lower its prices [1, 5]. The company is scrambling for memory solutions as demand for high-capacity DRAM spikes, largely driven by the integration of artificial intelligence across consumer electronics [2, 3, 5].
CXMT is a controversial supplier for some Western firms, yet Apple is moving forward with testing to mitigate the supply crunch [2, 4]. The urgency of the shortage is underscored by market data showing that CXMT's DRAM capacity is already booked through 2027 [6].
This testing phase comes as Apple seeks to diversify its hardware dependencies. While the company has historically relied on a smaller circle of established memory providers, the current shortage has forced a broader search for viable components [3, 4].
“Apple is testing DRAM chips from Chinese supplier CXMT in iPhones and MacBooks”
Apple's willingness to use CXMT chips despite higher costs and geopolitical sensitivities suggests that the AI-driven memory shortage is severe enough to override traditional procurement leverage. If Apple successfully integrates these chips, it may signal a broader industry trend where supply security takes precedence over price negotiations and traditional supplier preferences.
