According to The Wall Street Journal, Apple is broadening its memory-supply options as it prepares for 2-nm chips, and that effort now includes testing DRAM chips from ChangXin Memory Technologies.
The talks between Apple and CXMT are reportedly still at an early stage, and the final outcome depends on the position of the US government. According to the report, Apple may use CXMT memory in products intended for the Chinese market.
The report also says CXMT is China's largest memory chip manufacturer, which makes any potential deal more notable. US authorities reportedly view the company as a potential national security threat, so even preliminary testing and early discussions could draw scrutiny before they become anything more concrete.
For Apple, the situation appears to be less about a finished decision and more about preparing for supply uncertainty in advance. The company is trying to map out component availability before production plans tighten, rather than react after shortages begin.
Would Apple's tests of CXMT memory chips face too much political pressure to become a real supply deal?
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