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9to5Mac

Apple in talks to source RAM from blacklisted Chinese chipmakers CXMT and YMTC amid memory shortage

AI Market Summary
Reports that Apple is lobbying Washington to source RAM from Pentagon-blacklisted Chinese suppliers (CXMT, YMTC) underscore supply-chain stress from a global memory shortage that has already driven product price increases. The key market variable is regulatory approval risk: clearance could ease component costs and improve supply resilience in China, while denial would prolong margin and pricing pressure into the September iPhone cycle.
Impact level
● Medium
Affected assets
NCSKAAPL2USD/USDT-0.30%
AI Insight · NCSKAAPL2USD/USDTAI Insight
● Neutral
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Apple is lobbying Washington as it seeks approval to buy RAM chips from ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC), two Chinese firms on a Pentagon blacklist. The company is pursuing the move to cushion the impact of a global memory shortage that has pushed up component costs. Apple has already raised prices for Macs, iPads and other products, but it has not increased iPhone prices so far. New iPhone models expected in September are expected to cost more than current versions, according to Bloomberg.
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