Apple Tests CXMT Memory Chips Amid DRAM Squeeze
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- Apple is testing CXMT memory chips from China for use in iPhones and MacBooks amid a broader DRAM supply squeeze, per WSJ reporting confirmed by Reuters.
- CXMT reportedly rejected Apple's negotiation efforts as the company scrambles for memory supply, with MacRumors warning the iPhone 18 Pro and foldable iPhone could sell out due to the shortage.
Why it matters: Apple's pivot to a previously unconsidered Chinese supplier, combined with CXMT's reported refusal to negotiate, points to a rapidly narrowing set of DRAM alternatives for Cupertino. The supply squeeze now endangers near-term availability of the iPhone 18 Pro and foldable iPhone — the two upcoming products Apple most needs on shelves.
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