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Apple Says It's Evaluating Various Memory Sources, Including Chinese Ones That Would "Help Us On The Supply Side," Despite A Pushback From US Senators
During its recent earnings call, Apple acknowledged ongoing evaluations of various memory suppliers, including China's CXMT and YMTC, despite increasing costs and resistance from US lawmakers. The potential sourcing from Chinese vendors may aid in supply stability, although it raises security concerns and has attracted significant scrutiny from Washington. Lawmakers are pressing Apple to abandon any plans to source memory components from these companies due to their connections to the Chinese government.
MonitorConfidence: MediumShort term horizonReputational risk: High
Published 31 Jul 2026, 00:21 UTC3 min read
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Summary
TL;DR
- Apple reported increased memory costs for the coming quarters.
- The company is evaluating Chinese memory suppliers like CXMT and YMTC.
- US lawmakers demand commitment from Apple to avoid sourcing from China.
- Any acquired memory from Chinese vendors would only be used for products sold in China.
- Apple has previously lobbied for clearance to source from blacklisted suppliers.
Interesting facts
- Apple's potential sourcing from China could help manage rising memory costs.
- CXMT is on a Pentagon blacklist, complicating Apple's sourcing strategy.
- There is pressure from US lawmakers to disclose technical information shared with Chinese vendors.