Apple tests Changxin memory chips, and PC manufacturers have taken the lead in adopting domestic DRAM

According to The Wall Street Journal, Apple is testing memory chips from the Chinese DRAM manufacturer Changxin Storage (CXMT), planning to apply them to product lines such as the iPhone and MacBook. The background of this move is the AI demand driving up global memory prices; Apple has previously lobbied the U.S. side, stating that the current pricing from Korean and American suppliers is "unsustainable." The report states that Apple is seeking approval from the White House to conduct business with Chinese chip suppliers. Currently, the U.S. allows the purchase of commercial off-the-shelf chips but restricts customized products.

Changxin Storage has recently rapidly expanded its market share, with second-quarter revenue growing more than 8 times year-on-year, and its global DRAM market share rising to 7%, completing its IPO on the Science and Technology Innovation Board last month. Meanwhile, PC manufacturers such as HP and Acer have begun using Changxin Storage memory chips in some devices sold in non-U.S. markets to alleviate supply pressure. If Apple ultimately reaches a procurement agreement, it may face political resistance from Washington.