After raising prices on their entire product line last week as much as 50% thanks to "unsustainable" input costs from the memory cartel (SK Hynix, Samsung, Micron and Sandisk), Apple is in active negotiations to buy memory chips from two Chinese semiconductor manufacturers on the Pentagon's blacklist, aiming to diversify supply and mitigate the impact of sharply rising component costs triggered by surging AI demand.
Adding to Friday reporting from the Financial Times, Bloomberg now reports that the iPhone maker is seeking chips from ChangXin Memory Technologies (CXMT), a major DRAM producer, and Yangtze Memory Technologies Co. (YMTC), a fast-growing NAND flash maker. The components would be used exclusively in devices sold in China, where Apple already offers market-specific models. The talks are ongoing and not yet finalized, according to people familiar with the matter.
This was the logical next step...
*APPLE SHARES CLOSE DOWN 6.1% IN BIGGEST DROP SINCE APRIL 2025
— zerohedge (@zerohedge) June 25, 2026
China's memory makers are waiting by the phone
This move would expand Apple's memory supplier base from its current three - Samsung Electronics, SK Hynix, and Micron Technology - to five. It comes after Apple raised prices across its Mac, iPad, and other product lines last week to offset what it descri
