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DigiTimes
Apple tests CXMT memory chips as shortage, price pressures persist
Apple has begun testing DRAM memory chips supplied by China's ChangXin Memory Technologies (CXMT) in its iPhone and MacBook models. This development comes amid ongoing supply chain issues exacerbated by an AI-driven memory shortage that's resulting in rising prices for memory chips globally. The industry may face a transition from shortage to surplus by 2028 as production capacity increases.
MonitorConfidence: MediumShort term horizonSupply chain risk: High
Published 10 Aug 2026, 08:20 UTC1 min read
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Summary
TL;DR
- Apple tests DRAM from CXMT for iPhones and MacBooks
- Global memory market facing shortages and high prices
- AI usage has intensified demand for memory solutions
- Industry experts predict potential chip surplus by 2028
- CXMT's role as a supplier highlights China's increasing influence in the tech sector
Interesting facts
- CXMT is one of the few Chinese companies producing DRAM chips.
- The global memory market has historically been cyclical, with periods of shortage followed by oversupply.
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