U.S. commerce secretary opposes Apple sourcing memory chips from CXMT and YMTC

U.S. commerce secretary opposes Apple sourcing memory chips from CXMT and YMTC

N
News Editor
2026-08-15 20:43:37
U.S. Commerce Secretary Howard Lutnick said on Aug. 14 that the Trump administration does not support Apple buying DRAM and NAND chips from Chinese suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co. (YMTC). The stance puts added pressure on Apple as it weighs memory sourcing at a time when AI-driven demand has pushed costs higher. Apple had previously been testing DRAM from CXMT and was also in talks with YMTC over NAND supply, with the plan limited to products for non-U.S. markets. According to the report, YMTC has been on the U.S. Entity List since 2022, while CXMT was added to a military-related company list in 2025. Micron Technology has also been lobbying against the procurement approach. Apple now faces an Aug. 21 deadline to commit to dropping the two Chinese suppliers.

U.S. Commerce Secretary Howard Lutnick said on Aug. 14 that the Trump administration does not support Apple sourcing DRAM and NAND chips from ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co. (YMTC). According to the report, that position would force Apple to rely on more expensive alternatives at a time when AI-driven memory costs are rising.

Apple had been testing DRAM chips from CXMT and was also in talks with YMTC over NAND supply. The plan was to use those components only in products sold outside the U.S. market.

The report said YMTC has been on the U.S. Entity List since 2022. CXMT was also placed on a military-related company list in 2025. Micron Technology has been lobbying against the sourcing strategy.

Apple now faces an Aug. 21 deadline to commit to abandoning those Chinese suppliers. The item was cited by CryptoBriefing and carried by Techub as a news brief.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.
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