Slicast
Monday, October 12, 2026
DarkSubscribe
Slicast
AI Infrastructure · News & Analysis
Home › Chips & Hardware › Report
Chips & Hardware · Report

Apple begins testing Chinese CXMT memory chips for iPhones and MacBooks amid ongoing export control uncertainties.

Tests the viability of alternative memory suppliers and could reshape global DRAM/NAND procurement strategies.
Trade pressSlicast · August 16, 2026 at 10:51 UTC · US · Source: Startup Fortune
importance 75
Read the original
Companies in this story
CXMT
In-depth analysis
CommentaryCXMT vs SK Hynix vs Samsung: AI Memory Supply, HBM Pricing Power, and the China GapCommentaryCXMT vs SK Hynix and Samsung: G5 DRAM Mass Production Narrows One Gap While HBM Demand Exposes Another, September 2026
Related reports
Chips & HardwareChangXin Memory Technologies (CXMT) overtakes Tencent to become China's most valuable company, reaching $524 billion valuation just 17 days after IPO. Chinese DRAM/HBM fab now larger than tech giants.2026-08-14Chips & HardwareApple tests high-bandwidth memory from China's CXMT to ease AI-driven HBM supply shortage for China market, exploring regulatory workarounds.2026-08-10Chips & HardwareApple tests Chinese CXMT memory chips for iPhones and MacBooks amid AI-driven semiconductor shortages, signaling industry-wide pressure to diversify from US supply chains.2026-08-10Chips & HardwareChinese chipmaker YMTC has filed for a four point six billion dollar star market initial public offering following CXMT’s record debut.2026-08-24Chips & HardwareChina's CXMT targets 30% DRAM market share by 2030 via a sixth mega-fab, but faces advanced chipmaking tool restrictions.2026-08-06
Apple begins testing Chinese CXMT memory chips… · Slicast