Apple Tests Chinese CXMT Memory Chips for iPhones, MacBooks

According to sources, Apple has begun testing dynamic memory chips from Chinese company CXMT for potential use in future iPhone and MacBook models. Previously, the company primarily sourced memory from South Korea's Samsung and SK Hynix, as well as Taiwanese suppliers. The shift toward a Chinese manufacturer could be part of a broader supply chain diversification strategy aimed at reducing geopolitical risks. For CXMT, which is backed by the Chinese state, a partnership with Apple would mark a significant breakthrough in the global semiconductor market. Investors should watch this development closely, as it affects not only Apple but also competitive dynamics across the memory industry and the geopolitics of tech supply chains.