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[BUSINESS] · United States, China · 24 sources

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Part of situation: Apple faces U.S. opposition over Chinese memory sourcing (20 clusters)

Apple faces U.S. opposition over Chinese memory chip sourcing

Apple memory chip shortage semiconductor supply chain US-China trade CXMT

The Trump administration is actively opposing Apple’s efforts to source memory chips from Chinese manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC). U.S. Commerce Secretary Howard Lutnick stated that the administration is “not in favor” of this move, emphasizing that American companies should find alternative solutions rather than relying on Chinese suppliers.

Apple is exploring these Chinese options to mitigate a global memory chip shortage, driven largely by surging demand for AI data centers. The shortage has caused component prices to spike, forcing manufacturers to consider cost-saving measures. While Apple has reportedly been testing DRAM from CXMT and negotiating with YMTC, the move faces significant political and regulatory hurdles. YMTC is currently on the U.S. Commerce Department’s Entity List, and the Pentagon has designated both YMTC and CXMT as Chinese military companies.

Apple COO Sabih Khan noted that memory components require less customization than other iPhone parts, suggesting the company might use off-the-shelf chips to bypass certain regulatory hurdles. However, if customized chips are required, Apple would need government licenses to share technical information with these Chinese firms. Meanwhile, U.S.-based Micron Technology has lobbied the government to block Apple’s plans, arguing that sourcing from China would undermine domestic semiconductor production and the administration's goal of reshoring manufacturing to the United States.

Entities

Apple · Apple Inc. · CXMT · ChangXin Memory Technologies · Howard Lutnick · Micron Technology · Tim Cook · Trump administration · YMTC · Yangtze Memory Technologies

Claims

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

Sources

Insights da Semana: Apple enfrenta restrições e eleva preço do iPhone | CNN Brasil [www.cnnbrasil.com.br]
Apple has a plan to fix its memory chip problem, but the US government says no | Daily Guardian UAE [dailyguardian.ae]
Media: VS willen niet dat Apple Chinese geheugenchips koopt - The Asset [theasset.nl]
蘋果擬採購中國記憶體晶片，美政府明確反對 | TechNews 科技新報 [technews.tw]
Mỹ không muốn Apple sử dụng chip nhớ của Trung Quốc [genk.vn]
苹果找长鑫合作，醉翁之意不在“芯”-华侨网 [www.chinesepress.com]
Lutnick dice no alle memorie cinesi, ma Apple può comprarle lo stesso [www.hwupgrade.it]
Chip di memoria cinesi: Lutnick dice no ad Apple [spider-mac.com]
美國商務部長呼籲蘋果勿購買中國內存晶片以應對供應短缺 | Techritual 香港 [www.techritual.com]
Counterpoint：2026年前30周中国智能手机累计总销量同比下降8. 6%，华为领跑 | 互联网数据资讯网-199IT | 中文互联网数据研究资讯中心-199IT [www.199it.com]
US opposes Apple using Chinese memory chips [www.newsbytesapp.com]
Νέα κόντρα Τραμπ – Apple εξαιτίας των τσιπ μνήμης από την Κίνα | LiFO [www.lifo.gr]
川普政府施壓蘋果「勿買」中國記憶體！美光加入角力、AI需求推升記憶體荒 | 鉅亨網 - 美股雷達 [news.cnyes.com]
Apple’ın Çin planına engel: ABD yönetiminden açık uyarı - Dünya Gazetesi [www.dunya.com]
美商务部长反对苹果买中国存储芯片 [www.epochtimes.com]
Trump administration discourages Apple from sourcing memory chips from Chinese firms [cryptobriefing.com]
ΗΠΑ: Η κυβέρνηση πιέζει την Apple να αποφύγει τα κινεζικά τσιπ μνήμης [www.powergame.gr]
Washington tlačí na Apple, aby kvůli nedostatku čipů nenakupoval v Číně - Seznam Zprávy [www.seznamzpravy.cz]
Chinese firm sees 93. 7% capacity use as high demand drives chip shortages [interestingengineering.com]
US Pressures Apple to Avoid Chinese Memory Chips [www.analyticsinsight.net]
美商務部長：不希望蘋果購中國記憶晶片 [www.stheadline.com]
Apple has a plan to fix its memory chip problem, but the US government says no [www.digitaltrends.com]
Why the US cannot stop Apple buying Chinese memory chips [thenextweb.com]
Commerce Secretary says US opposes Apple buying Chinese memory chips [9to5mac.com]