NuAxiSemiconductor trade intelligence
CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry
What happened
CXMT has reportedly declined Apple's inquiry about purchasing DRAM, prioritizing supply to domestic (Chinese) customers instead. The source also notes that as global memory supplies tighten and prices rise, the Chinese memory maker's capacity allocation and companies' efforts to secure supply have drawn attention. This is a reported (unconfirmed) event.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Source and time
Source: DigiTimes Asia · 10/27/2026 · View original source
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