NuAxiSemiconductor trade intelligence
Apple Could Tap Chinese CXMT and YMTC for Memory and Storage
What happened
Apple is reportedly exploring sourcing DRAM from CXMT and NAND Flash from YMTC for future iPhones and Macs, driven by price hikes from incumbent suppliers like Samsung and SK hynix. This follows the reported removal of both Chinese firms from a U.S. restricted entities list. Watch: Potential long-term supply diversification could pressure pricing power of major Korean/Japanese memory suppliers.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
ChangXin Memory Technologies (CXMT)Yangtze Memory Technologies Corp (YMTC)Samsung ElectronicsSK hynixKioxia
supply-chain-diversificationpolicy-shiftpricing-pressure
Source and time
Source: TechPowerUp · 2/17/2026 · View original source
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