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[TECHNOLOGY] · China, United States, Taiwan · 71 sources

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Part of situation: Apple iPhone 18 Pro and Duo launch face supply and hardware (216 clusters)

Apple tests CXMT memory chips for iPhone and MacBook lines

Apple CXMT DRAM shortage memory chips semiconductor supply chain

Apple is reportedly testing DRAM memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for use in its iPhone and MacBook product lines. This move is intended to mitigate component shortages caused by the global surge in demand for artificial intelligence hardware.

Reports suggest Apple is in preliminary discussions to use these components specifically for devices sold within the Chinese market. However, the transition faces significant geopolitical and regulatory hurdles. U.S. export regulations prohibit Apple from transferring technology to CXMT, which may limit the company to using only standard components rather than customized solutions. Additionally, the U.S. Pentagon has identified CXMT as having alleged links to the Chinese military, leading to political resistance in Washington.

Negotiations have reportedly faced challenges, with CXMT allegedly rejecting Apple's requests for lower pricing. The Chinese firm is currently prioritizing high-margin customers in the AI sector and has secured significant contracts with companies like Tencent. While Apple seeks to diversify its supply chain, analysts note that CXMT's current production capacity and technical performance in DDR5 may limit the scale of any potential partnership. Meanwhile, other manufacturers like HP and Acer have already begun integrating CXMT chips into products sold outside the United States to manage supply constraints.

Entities

Acer · Acer Inc. · Apple · Apple Inc. · CXMT · ChangXin Memory Technologies · China · HP · HP Inc. · SK Hynix · Samsung · TSMC

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

iPhone ve MacBook için dikkat çeken gelişme! Apple, Çinli CXMT ile masada [www.cnbce.com]
Kriza memorijskih čipova pritišće Apple: Mogli bi potegnuti vrlo rizičan potez [www.tportal.hr]
CXMT từ chối bán chip nhớ giá rẻ cho Apple, iPhone có thể tăng giá sớm [cafef.vn]
CXMT 생산난에 애플 협력, 한국 경쟁사 수준 확대 어려워…DRAM은 제품 테스트에 그칠 가능성 - 미코 [meeco.kr]
MORNING BRIEFING - USA/Asien -2- [www.finanznachrichten.de]
記憶體短缺　華爾街日報：蘋果iPhone、MacBook試用陸晶片 [bccnews.com.tw]
Apple tests Chinese memory chips for iPhones and MacBooks [thesheffieldpress.com]
Η Apple δοκιμάζει κινεζικές μνήμες σε iPhone και Mac [www.sbctv.gr]
Apple prüft chinesische CXMT-Chips für iPhones [www.vol.at]
Media: Apple test chips van Chinese CXMT - The Asset [theasset.nl]
Apple freine l’iPhone anniversaire, mais prépare déjà la montée en gamme [www.servicesmobiles.fr]
Apple與Intel代工合作　恐重塑美國晶片製造版圖 - 電子工程專輯 [www.eettaiwan.com]
20 Jahre iPhone: Apple hält an radikal neuem Glas-Design fest [winfuture.de]
Omdia报告：手机面板需求疲软 翻新市场出货量首超新机 - CNMO科技 [phone.cnmo.com]
Apple testerait des puces chinoises controversées alors que la pénurie de mémoire s'aggrave - Le Bar de Gandi [www.lebardegandi.net]
AI 客戶搶走記憶體，蘋果想找長鑫存儲解圍又卡在產能 [finance.technews.tw]
MacBook、iPad新機漲、舊機也變值錢　蘋果Trade In最新估價曝光 [www.peoplenews.tw]
CHIPS-Act: US fördert KI-Hardware mit 874 Mio. Dollar – GlobalFoundries erhält Top-Summe [www.it-boltwise.de]
Analyst: Apple scales back its hardware shipment plans to due DRAM shortages [appleworld.today]
Apple : Kuo écarte la rumeur des puces bloquées [www.iphonote.com]
U. S. Tech companies becoming increasingly reliant on Chinese chip companies blacklisted by the Pentagon [newstarget.com]
Apple Tests CXMT Memory Chips as AI Boom Tightens Global Supply [www.electronicsforyou.biz]
Why the Memory Chip Shortage Is Reshaping Portfolios Across Semiconductors in 2026 [bitcoinethereumnews.com]
CXMT: el fabricante chino que desafía el oligopolio de la memoria RAM [www.iphoneworld.com.es]
蘋果正與中國長鑫存儲接觸 評估內存芯片供應可行性 | Techritual 香港 [www.techritual.com]
Apple: Δοκιμάζει κινεζικά τσιπ για IPhones και MacBook - Οικονομικός Ταχυδρόμος - ot. gr [www.ot.gr]
Apple (NASDAQ: AAPL) Tests Chinese Chipmaker CXMT's Memory Components For iPhones And MacBooks [www.foreignpolicyjournal.com]
Apple: Δοκιμάζει τσιπ μνήμης της κινεζικής CXMT σε iPhone και MacBook [www.insider.gr]
Apple Has Not Canceled Its Glass-Centric iPhone Plans for 2027 [www.techjuice.pk]
20. yıla özel cam tasarımlı iPhone, 2027'de geliyor [www.donanimhaber.com]
Apple’ın 2027 iPhone Pro tasarımı ortaya çıkıyor [www.teknoblog.com]
Apple Just Killed Its Most Ambitious iPhone Ever Planned [www.gizchina.com]
Analyst: Entwicklung des Jubiläums-iPhone eingestellt? Bloomberg widerspricht [www.mactechnews.de]
消息：安靠技術考慮出售中國業務股權 [www.epochtimes.com]
消息称 OSAT 巨头 Amkor 考量分拆中国大陆业务并出售股份可能 - IT之家 [www.ithome.com]
iPhone 18 Pro : Apple teste les puces chinoises de CXMT face à la pénurie [www.blog-nouvelles-technologies.fr]
Apple's all-glass iPhone still on track for 2027 [www.newsbytesapp.com]
MORNING BRIEFING - Deutschland/Europa [www.finanzen.at]
China: Apples neue Prozessor-Strategie geht nicht auf – iTopnews. de [www.itopnews.de]
Apple Tests Chinese Memory Chips for Future Macs [www.tuaw.com]
郭明錤稱蘋果硬件出貨確因內存短缺下調 惟台積電沒積壓10億美元蘋果晶片 [www.stheadline.com]
Apple reduce planurile de livrări de produse pentru 2026 [www.go4it.ro]
Mac Delivery Times Stretch to Months for Some Models - TidBITS [tidbits.com]
Apple Cutting Back 2026 Hardware Shipments Due to Memory Shortage [www.macrumors.com]
Apple testet chinesische CXMT-Chips: US-Senatoren fordern Stellungnahme [borncity.com]
Apple tests China's CXMT memory chips for Macs, iPhones, and iPads [macdailynews.com]
Apple scraps all-glass iPhone due to production issues [cryptobriefing.com]
TSMC nie wyrabia się z produkcją chipów dla Apple [twojepc.pl]
Apple, iPhone’un 20. yılı için büyük değişime hazırlanıyor: Ekrandaki son engeller de kalkabilir [www.chip.com.tr]
Apple testuje chińską pamięć CXMT do iPhone'ów i MacBooków [telix.pl]
Pénurie de composants : Apple teste en urgence les puces mémoire du géant chinois CXMT [www.generation-nt.com]
Apple prüft Einsatz chinesischer Chips auch für iPhones [www.nachrichten.at]
Buying a new phone? The cost to upgrade is only going to get worse, Samsung warns [www.gbnews.com]
Dampak Krisis Menggila, iPhone Baru Terpaksa Pakai Chip Buatan China [www.cnbcindonesia.com]
Bellek krizi Apple'Iın rotasını değiştirdi - Dünya Gazetesi [www.dunya.com]
AI 浪潮引爆記憶體荒！蘋果傳測試中國長鑫存儲 DRAM | 鏈新聞 ABMedia [abmedia.io]
Apple: Δοκιμάζει κινεζικά τσιπ μνήμης της CXMT για iPhone και MacBook [www.newmoney.gr]
Apple prüft Einsatz chinesischer Chips für iPhones [www.suedtirolnews.it]
Apple habría cancelado la fabricación del iPhone 20 Pro, su teléfono más ambicioso [tn.com.ar]
MORNING BRIEFING - Deutschland/Europa [www.finanzen.net]
The all-glass 20th anniversary iPhone is dead, one analyst thinks [www.gsmarena.com]
Apple Still Planning 'Glass-Centric' iPhone Redesign for 2027 [www.macrumors.com]
Apple Trims 2026 Shipments as DRAM Shortage Continues [Kuo] [www.iclarified.com]
CXMT’s Capacity Woes Likely Mean Its Partnership With Apple Won’t Blossom To The Same Heights As Korean Rivals; DRAM May Be Limited To Product Testing Only [wccftech.com]
美媒：蘋果因應記憶體短缺 iPhone、MacBook測試用長鑫存儲晶片 [www.stheadline.com]
Chip-Deal mit China? Aufregung um Apple in den USA [kurier.at]
China now even less likely to solve Apple’s memory crunch [9to5mac.com]
Apple Tests CXMT DRAM for iPhones and MacBooks [www.techrepublic.com]
PCメーカーが中国の成長中メモリメーカー・CXMTのメモリを使い始める、Appleもテストを行うがアメリカの規制によりApple向けのカスタムチップを製造できずピンチに [gigazine.net]
Apple reportedly testing Chinese-made memory chips for iPhones, MacBooks amid global shortage [www.foxbusiness.com]
Apple is testing Chinese DRAM even after CXMT refused to cut prices [www.digitaltrends.com]