Apple Reportedly Seeks Access To CXMT DRAM

TechPowerUp reports, citing the Financial Times, that Apple has been discussing a path to use memory from China's CXMT despite U.S. restrictions on the supplier. The article frames the talks against a broad DRAM shortage, with Samsung, SK hynix, and Micron unable to add enough capacity quickly to satisfy demand from electronics makers. The supply impact would not be simple. CXMT is described as capable of producing DDR5 and LPDDR5X parts, including recent high-speed module demonstrations, but the report also says domestic Chinese demand may already be absorbing much of its wafer output. For RamTrend, the key signal is that a company with Apple's purchasing scale appears to be looking beyond the established DRAM leaders for supply relief. Even if approvals are granted, CXMT may not have enough available volume to materially ease global pricing pressure in the near term.