NuAxiSemiconductor trade intelligence
Apple reportedly lobbies Uncle Sam for access to Chinese memory chips — tech giant allegedly wants to buy from blacklisted CXMT
What happened
Apple is lobbying the U.S. government to purchase cheaper memory chips from Chinese manufacturer CXMT to alleviate rising costs, despite CXMT being on the 1260H list. This move challenges the dominance of Micron, Samsung, and SK Hynix and could introduce significant pricing pressure in the DRAM market. The trade signal is bearish for Micron and SK Hynix pricing due to potential supply diversification.
Impact and signal
High impactImpact score: 75/100
Affected components and suppliers
Source and time
Source: Tom's Hardware · 6/27/2026 · View original source
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