Apple Eyes China's CXMT to Ease AI-Driven Memory Chip Shortage

Apple Eyes China’s CXMT to Ease AI-Driven Memory Chip Shortage

Shivangi
Aug 10, 2026 11:56 AM IST
Category Technology

Synopsis

The tech giant is reportedly testing CXMT's memory chips for iPhones and MacBooks as it diversifies suppliers amid surging AI-related demand

01
Chapter one

Key Highlights

  • Apple has been testing memory chips from China’s CXMT for products such as iPhones and MacBooks, according to the Wall Street Journal.
  • Apple has held preliminary discussions with CXMT about supplying memory chips for certain devices sold in China.
  • The move comes as the AI boom continues to put pressure on global memory chip supplies.

Apple has been testing memory chips made by China’s CXMT in products including iPhones and MacBooks to manage a component shortage driven by strong demand from the artificial intelligence industry, the Wall Street Journal reported on Sunday.

According to the report, Apple had planned early talks with CXMT, the national leader in memory chip manufacturing in China, to supply components for a minority of products based on Chinese sales. The discussions are still at an early stage, according to people familiar with the matter.

02
Chapter two

CXMT Expands Memory Chip Production

CXMT has been expanding its memory chip manufacturing capacity as demand continues to grow. The company was considering building a second memory chip plant in Beijing to increase production.

Other major electronics companies are also turning to CXMT as memory supplies remain tight. Laptop makers HP and Acer have started using CXMT memory chips in some devices sold outside the United States, according to the Wall Street Journal.

Source: Reuters 

Written by Shivangi

At Inspirepreneurs Magazine, covering entrepreneurship, business failures, and the human stories behind the world's most ambitious founders. She writes at the intersection of strategy and storytelling.