All articles tagged with #cxmt
Apple is moving from initial discussions to qualifying memory chips from China’s ChangXin Memory Technologies (CXMT), testing CXMT’s DRAM for potential production use while continuing to lobby Washington for broader approval to source CXMT and YMTC chips; no commercial commitment has been made, but the move could diversify supply and cushion prices amid a tight DRAM market and ongoing U.S.–China tech policy debates.
Apple is reportedly in talks to buy memory chips from Chinese makers CXMT and YMTC to reduce RAM costs amid a global memory shortage; discussions are ongoing with no deal yet. The talks could involve chips for China‑market devices, potentially freeing up other suppliers for the U.S., but regulatory and political hurdles remain, including scrutiny of Chinese suppliers and past backlash over YMTC.
Apple is in talks to buy memory chips from CXMT and YMTC, two Chinese manufacturers on the Pentagon’s blacklist, as a global memory shortage spurred by AI demand squeezes supply and hikes prices. While discussions are ongoing, a final agreement faces regulatory headwinds in Washington, which could move the chipmakers onto the Commerce Department’s Entity List. Tim Cook has reportedly urged U.S. officials for assurances, but critics warn such deals risk increasing U.S.-Beijing tech dependency.
Apple is negotiating to buy memory chips from CXMT and YMTC—two Chinese firms on the Pentagon blacklist—and seeks US clearance to address a global memory shortage and rising component costs that have driven price increases for Macs and iPads, while iPhone pricing remains unchanged.
Mizuho argues two H2 catalysts could drive Micron and the memory sector: (1) reports that Apple may seek U.S. government approval to source DRAM from CXMT, underscoring industry-wide supply tightness rather than a Micron-specific problem, with MU shifting toward hyperscalers and high-end memory; (2) a multi-decade memory-capacity expansion by SK Hynix, Samsung and Korea’s government—largely political signaling with no immediate capital commitments—while Micron also plans four new memory fabs. The broader demand backdrop and expected HBM pricing strength in 2027 could lift Street EPS for Micron into 2027, with MU’s next earnings cycle in Sept 2026 acting as a near-term trigger.
Apple’s once-lucrative memory margins are shrinking as AI-driven hyperscalers tighten the supply chain and CXMT rises as a Chinese memory supplier; the article notes memory costs could jump from about $39 in the past to roughly $196 for future devices (around $145 for DRAM and $51 for flash), helping explain broader price hikes across Macs, iPads, and Vision Pro and suggesting renewed efforts to secure CXMT involvement.
Apple is lobbying U.S. authorities for a license to buy memory chips from ChangXin Memory Technologies (CXMT), a Chinese firm designated by DoD as a Chinese military company and added to the Commerce Department’s Entity List. The move, reported by the FT, aims to ease rising memory-chip costs that have contributed to higher iPad and Mac prices, with Apple said to have engaged the White House and other administration channels while licensing remains unlikely.
Apple is seeking a Trump administration exemption to buy RAM from CXMT, a Chinese supplier blacklisted by the Pentagon for ties to the People’s Liberation Army. While legal, the move could ease RAM price pressures and supply-chain woes, but it would carry serious reputational risks and could invite export controls; it remains unclear whether the administration will approve the request, and critics say it could heighten U.S. reliance on China.
Apple is lobbying the Trump administration for clearance to purchase memory chips from CXMT, a Chinese company on the Pentagon’s blacklist, to ease supply shortages and counter rising prices that led Apple to raise prices on Macs and iPads; while licensing could allow purchases, the 1260H blacklist complicates deals, and Tim Cook has indicated openness to Chinese suppliers if allowed.
Apple is lobbying Washington for clearance to buy memory chips from CXMT, a Chinese company on the Pentagon’s 1260H blacklist for alleged PLA ties, to ease rising memory prices that prompted Apple to raise prices on MacBooks and iPads; while not barred from CXMT or YMTC, the White House’s stance on approving such purchases remains uncertain and could face Congressional scrutiny amid US-China tech tensions.
A social-media rumor claims Google is evaluating the procurement of DRAM from China's CXMT, potentially disrupting the memory market dominated by Samsung, SK hynix and Micron. The tip, circulated on X by users referencing Sundar Pichai, asks whether the chips could be for Pixel devices, TPUs, or Google Cloud, with no corroboration. CXMT is expanding capacity, while Reuters noted a U.S. blacklist discussion around CXMT in the past. The report highlights the speculative nature of the claim and the unclear scope and targets of any such deal.
The US BIS reportedly removed ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corporation (YMTC) from the Section 1260H export-restrictions list, potentially easing Western OEMs' access to CXMT DRAM and YMTC NAND, though YMTC may remain under Commerce Department scrutiny; the update comes as Alibaba and Baidu were added to the blacklist, and CXMT’s mass production of HBM3 (amid a Huawei tie) could draw Pentagon attention.
U.S. Representative Mike Gallagher has called on the Commerce Department to impose trade restrictions on Chinese memory chip maker Changxin Memory Technologies (CXMT) after China banned the sale of some chips by U.S.-based Micron Technology. Gallagher is the only lawmaker so far to call for retaliatory action against CXMT, China's leading maker of DRAM memory chips and the domestic competitor most likely to benefit if Micron is barred from China's massive chip market. The move by China sparked tough language from key lawmakers and the White House.
The chair of the US House of Representatives' committee on China has called for trade curbs on Chinese memory chip maker Changxin Memory Technologies (CXMT) after Beijing banned the sale of some chips by US-based Micron Technology. Representative Mike Gallagher has urged the US Commerce Department to add CXMT to the entity list and ensure no US technology goes to CXMT, YMTC or other PRC firms operating in this industry. CXMT is China's leading maker of DRAM memory chips and the domestic competitor most likely to benefit if Micron is barred from China's massive chip market.