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Apple Inc. (NASDAQ: AAPL) is reportedly testing memory chips from Chinese semiconductor manufacturer CXMT Corp as the rapid expansion of artificial intelligence infrastructure puts increasing pressure on global memory supplies.
According to The Wall Street Journal, Apple is evaluating CXMT-made memory components for several products, including iPhones and MacBooks. The technology giant has also held preliminary discussions with CXMT about potentially sourcing memory for devices sold in China.
A potential Apple-CXMT partnership could attract political and regulatory scrutiny. U.S. export controls restrict American companies from transferring certain technologies to CXMT, which could limit Apple's ability to collaborate with the Chinese chipmaker on customized memory products. However, existing rules may still allow Apple to purchase and use standard, off-the-shelf components.
The talks come as rising demand from AI companies tightens supplies of DRAM and other memory products. Apple has increased prices for some products globally while pointing to higher memory costs, making additional suppliers potentially valuable for controlling component expenses and strengthening its supply chain.
CXMT, however, may offer limited near-term relief. The Chinese memory chipmaker has reportedly reached its planned production capacity for 2026, leaving little room to accommodate major new overseas customers. Its chips also are not necessarily cheaper, with prices reportedly reaching levels comparable to or above products from established memory suppliers such as Micron Technology, SK Hynix and Samsung Electronics.
The global memory shortage is also affecting the broader consumer electronics market. Counterpoint Research data cited by the Journal showed worldwide PC shipments falling 4% year over year in the second quarter, while smartphone shipments declined 11%.
Meanwhile, CXMT continues to expand rapidly. The company's second-quarter revenue reportedly increased more than eightfold, while its share of the global DRAM market reached 7%. CXMT is investing in additional manufacturing capacity and aims to more than double its production by 2028.
For Apple, adding CXMT to its memory chip supply chain could provide greater sourcing flexibility, particularly in China, although capacity constraints, pricing and U.S. technology restrictions remain significant hurdles.
