- Apple is testing CXMT memory chips for potential use in iPhones and MacBooks, according to a report.
Apple is exploring the use of memory chips from China's CXMT as part of its strategy to alleviate a component shortage exacerbated by the growing demand for AI technologies.12
The Wall Street Journal reported that Apple has been testing these chips across various product lines, including iPhones and MacBooks. This move comes amid a significant surge in demand for components driven by the AI boom, which has strained supply chains globally.
According to the report, Apple held early discussions with CXMT, the largest chipmaker in China by market value, to potentially supply components specifically for devices sold in China. However, Reuters could not verify the authenticity of this report, and both Apple and CXMT have remained silent on the matter, not responding to requests for comment.
In a related development, Reuters previously reported that CXMT is considering the construction of a second memory-chip plant in Beijing to enhance its production capabilities. This indicates a broader trend in the semiconductor industry, where companies are racing to meet the increasing demand for chips, particularly in the context of AI advancements.
As the tech landscape evolves, Apple's potential partnership with CXMT could play a crucial role in its supply chain strategy, especially in the face of ongoing global shortages.
“The report, which Reuters could not independently verify, has not been confirmed by Apple or CXMT, as both declined to comment. If true, this would mark a significant shift in Apple's supply chain, potentially reducing reliance on traditional memory suppliers.”
