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Apple searches for memory solution with Chinese supplier in focus
Apple is studying the expansion of its list of memory chip suppliers by testing chips from the Chinese company ChangXin Memory Technologies (CXMT), for potential use in products such as the iPhone and MacBook. This move comes amid increasing demand for memory chips driven by the rapid growth of AI data centers, which require enormous amounts of memory, putting pressure on the supply available for consumer devices. Although CXMT faces limitations in its production capacity, Apple aims to diversify its sources to reduce reliance on current suppliers and ensure component availability. It is expected that the current memory component shortage, along with rising costs, will lead to higher prices for Apple products and a potential decline in A20 chip supplies by between 10% and 20% during 2026 and 2027, especially as demand pressures for LPDDR chips continue. Additionally, reliance on Chinese chips could raise political issues, particularly amid escalating tensions between the United States and China over semiconductors.
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