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BusinessRunning 4d ↳ Apple Tests China's CXMT Memory Chips Amid AI-Driven Supply Crunch

Apple Tests China's CXMT Memory Chips Amid AI-Driven Supply Crunch

WSJ reports Apple is trialing memory components from China's largest chipmaker CXMT for iPhones and MacBooks sold in China.

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Apple Tests China's CXMT Memory Chips Amid AI-Driven Supply Crunch
zerohedge.com

Conversation activity · last 5 days peak 13/hr

Peak 13 items in one hour at Aug 9, 12 PM; 33 items over 5 days Aug 5, 10 AM — 1 itemAug 5, 11 AM — no itemsAug 5, 12 PM — no itemsAug 5, 1 PM — no itemsAug 5, 2 PM — no itemsAug 5, 3 PM — no itemsAug 5, 4 PM — no itemsAug 5, 5 PM — no itemsAug 5, 6 PM — no itemsAug 5, 7 PM — no itemsAug 5, 8 PM — no itemsAug 5, 9 PM — no itemsAug 5, 10 PM — no itemsAug 5, 11 PM — no itemsAug 6, 12 AM — no itemsAug 6, 1 AM — no itemsAug 6, 2 AM — no itemsAug 6, 3 AM — no itemsAug 6, 4 AM — no itemsAug 6, 5 AM — no itemsAug 6, 6 AM — no itemsAug 6, 7 AM — no itemsAug 6, 8 AM — no itemsAug 6, 9 AM — no itemsAug 6, 10 AM — no itemsAug 6, 11 AM — no itemsAug 6, 12 PM — no itemsAug 6, 1 PM — no itemsAug 6, 2 PM — no itemsAug 6, 3 PM — no itemsAug 6, 4 PM — no itemsAug 6, 5 PM — no itemsAug 6, 6 PM — no itemsAug 6, 7 PM — no itemsAug 6, 8 PM — no itemsAug 6, 9 PM — no itemsAug 6, 10 PM — no itemsAug 6, 11 PM — no itemsAug 7, 12 AM — no itemsAug 7, 1 AM — no itemsAug 7, 2 AM — no itemsAug 7, 3 AM — no itemsAug 7, 4 AM — no itemsAug 7, 5 AM — no itemsAug 7, 6 AM — no itemsAug 7, 7 AM — no itemsAug 7, 8 AM — no itemsAug 7, 9 AM — no itemsAug 7, 10 AM — no itemsAug 7, 11 AM — no itemsAug 7, 12 PM — no itemsAug 7, 1 PM — no itemsAug 7, 2 PM — no itemsAug 7, 3 PM — no itemsAug 7, 4 PM — no itemsAug 7, 5 PM — no itemsAug 7, 6 PM — no itemsAug 7, 7 PM — no itemsAug 7, 8 PM — no itemsAug 7, 9 PM — no itemsAug 7, 10 PM — no itemsAug 7, 11 PM — no itemsAug 8, 12 AM — no itemsAug 8, 1 AM — no itemsAug 8, 2 AM — no itemsAug 8, 3 AM — no itemsAug 8, 4 AM — no itemsAug 8, 5 AM — no itemsAug 8, 6 AM — no itemsAug 8, 7 AM — no itemsAug 8, 8 AM — 1 itemAug 8, 9 AM — no itemsAug 8, 10 AM — no itemsAug 8, 11 AM — no itemsAug 8, 12 PM — no itemsAug 8, 1 PM — no itemsAug 8, 2 PM — no itemsAug 8, 3 PM — no itemsAug 8, 4 PM — no itemsAug 8, 5 PM — no itemsAug 8, 6 PM — no itemsAug 8, 7 PM — no itemsAug 8, 8 PM — no itemsAug 8, 9 PM — no itemsAug 8, 10 PM — no itemsAug 8, 11 PM — no itemsAug 9, 12 AM — no itemsAug 9, 1 AM — no itemsAug 9, 2 AM — no itemsAug 9, 3 AM — no itemsAug 9, 4 AM — no itemsAug 9, 5 AM — no itemsAug 9, 6 AM — 7 itemsAug 9, 7 AM — 5 itemsAug 9, 8 AM — no itemsAug 9, 9 AM — no itemsAug 9, 10 AM — no itemsAug 9, 11 AM — 1 itemAug 9, 12 PM — 13 itemsAug 9, 1 PM — no itemsAug 9, 2 PM — no itemsAug 9, 3 PM — no itemsAug 9, 4 PM — 1 itemAug 9, 5 PM — 1 itemAug 9, 6 PM — no itemsAug 9, 7 PM — no itemsAug 9, 8 PM — no itemsAug 9, 9 PM — no itemsAug 9, 10 PM — no itemsAug 9, 11 PM — no itemsAug 10, 12 AM — no itemsAug 10, 1 AM — no itemsAug 10, 2 AM — no itemsAug 10, 3 AM — no itemsAug 10, 4 AM — no itemsAug 10, 5 AM — 1 itemAug 10, 6 AM — 2 itemsAug 10, 7 AM — no itemsAug 10, 8 AM — no items 13 items · 12 PM
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Summary, timeline and people extracted by Claude from 33 items across 6 sources · 20h ago. Quotes are verbatim.

The Wall Street Journal reported that Apple has begun testing memory chips from China's CXMT across iPhone and MacBook product lines to offset a component shortage driven by the AI boom. Apple reportedly held early talks with CXMT, China's largest chipmaker by market value, about using the chips in devices sold within China, while laptop makers HP and Acer have already adopted CXMT memory in products sold outside the U.S.

  • Apple is testing memory chips from China's CXMT for use in iPhones and MacBooks amid an AI-boom-driven component shortage, according to a WSJ report.
  • Apple reportedly held early talks with CXMT about using the chips specifically in devices sold within China.
  • HP and Acer have already begun using CXMT memory chips in laptops sold outside the U.S. to address supply shortages.
  • Neither Reuters nor other outlets could independently verify the WSJ report; Apple and CXMT did not respond to requests for comment.

How it unfolded

  1. Reaction Story surfaces on Hacker News

    A Hacker News submission links to the WSJ article, though it generated no comments and minimal score at time of collection.

  2. Reaction Reuters and other outlets pick up the report

    Reuters, Seeking Alpha, Investing.com, Yahoo Finance and other outlets republished the WSJ report, noting Reuters could not independently verify it and that Apple and CXMT did not respond to requests for comment.

  3. Report WSJ breaks Apple-CXMT testing story

    The Wall Street Journal reported that Apple has been testing memory chips from China's CXMT across iPhones and MacBooks to mitigate an AI-driven component shortage, citing people familiar with the matter.

  4. Event HP and Acer already using CXMT chips

    Laptop makers HP and Acer have started using CXMT memory chips in devices sold outside the U.S. to ease supply shortages, according to the WSJ report.

  5. 8 days quiet
  6. Report Reuters reports CXMT plant expansion plans

    Reuters had earlier exclusively reported that CXMT was considering building a second memory-chip plant in Beijing to boost production.

Voices from the web unedited

  • Apple $AAPL is now testing CXMT's memory for iPhones, MacBooks and other devices. Apple cannot order custom-made chips from CXMT due to US restrictions, so they can only order standard memory components. CXMT isn't even going to sell them at a discount. It will ask the same [image]

    @ehrmantrautcap_X · techmeme20h agoview on X ↗

  • Apple tests CXMT memory chips for iPhones and MacBooks in China Source: The Business Times Singapore https://www. businesstimes.com.sg/internati onal/apple-tests-chinas-cxmt-memory-chips-iphones-and-macbooks-wsj-reports # Semiconductors # Apple

    sipirtu@mastodon.socialMastodon · fosstodon.org20h agoview on Mastodon ↗