NuAxiSemiconductor trade intelligence
Apple Seeks U.S. Approval to Use Sanctioned Chinese Memory Maker CXMT
What happened
Apple is negotiating with the U.S. government to secure clearance to use DRAM from sanctioned Chinese manufacturer CXMT. This initiative targets the severe global DRAM shortage caused by insufficient capacity ramping from the 'Big Three' (Samsung, SK hynix, Micron). Watch: Approval could diversify supply but faces uncertainty due to CXMT's strong domestic demand.
Impact and signal
High impactImpact score: 75/100
Affected components and suppliers
Source and time
Source: TechPowerUp · 6/28/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders