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Apple in Early Talks with Chinese Chipmaker CXMT for Memory Supply

other · 2026-08-10

According to Reuters, Apple is assessing memory chips from CXMT, a Chinese chip manufacturer, for possible integration into its iPhones and MacBooks. Initial conversations have taken place regarding the supply of components, primarily targeting devices sold within China. This initiative signifies Apple's commitment to diversifying its supply chain and lessening dependence on conventional memory chip suppliers, especially given the current geopolitical strains between the US and China. The discussions are still in their infancy, and no conclusive decisions have been reached. Should Apple move forward, it would represent a notable change in its sourcing approach, as CXMT is a relatively new entrant in the memory chip arena. Meanwhile, CXMT is working to enhance its production capabilities and position itself as a key player in the sector.

Key facts

  • Apple has been evaluating memory chips from CXMT, a Chinese manufacturer.
  • The chips could be used in iPhones and MacBooks.
  • Apple has held early talks with CXMT about supplying components.
  • The initial focus is on devices sold in China.
  • The information comes from Reuters.
  • The talks are at an early stage.
  • No final decisions have been made.
  • The move could diversify Apple's supply chain.

Entities

Institutions

  • Apple
  • CXMT
  • Reuters

Locations

  • China

Sources