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Apple Tests Chinese Chips Amid Shortage
10 Aug
Summary
- Apple is testing Chinese CXMT memory chips for iPhones.
- Supply shortage is a key driver for component diversification.
- HP and Acer already use CXMT chips in some devices.

Apple has been evaluating memory chips manufactured by China's CXMT for potential use across its product range, including iPhones and MacBooks. This strategic evaluation comes as the technology sector grapples with component shortages, exacerbated by the intense demand from the artificial intelligence boom. CXMT, recognized as China's largest chipmaker by market capitalization, is reportedly in early discussions with Apple regarding component supply, with an initial focus on devices destined for the Chinese market. Other major laptop manufacturers, such as HP and Acer, have already begun integrating CXMT memory chips into select devices sold outside the United States to alleviate existing supply constraints. The ongoing AI development has significantly heightened the demand for essential components, prompting companies like Apple to explore alternative sourcing options. CXMT itself is considering expanding its production capacity with plans for a second memory-chip plant in Beijing.