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Apple tests high-bandwidth memory from China's CXMT to ease AI-driven HBM supply shortage for China market, exploring regulatory workarounds.
Hyperscalers hedging against US-controlled HBM scarcity via regional sourcing; signals compliance-light approach to export controls for non-US markets.
Trade pressSlicast · August 9, 2026 at 18:41 UTC · US · Source: AndroidPure
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