Apple tests CXMT DRAM for China iPhones as AI squeezes supply

Apple is testing Chinese CXMT DRAM chips for iPhones and MacBooks sold in China due to a global AI-driven memory shortage, despite US export restrictions preventing custom chip design collaboration. HP, Acer, and Asus are already using CXMT memory in laptops outside the US, highlighting supply pressures that may push more Western OEMs to consider Chinese suppliers, amid ongoing political and regulatory scrutiny.

This Wire brief sits within Fusion42's coverage of Semiconductors.