Apple Has a Plan to Fix Its Memory Chip Problem, but the US Government Says No
The company sought a guarantee before sharing product details with Chinese chipmakers, as AI-driven memory demand has pushed prices higher.
- Commerce Secretary Lutnick stated on August 14 that the Trump administration opposes Apple using Chinese memory chips, urging the company to find alternative solutions for its supply chain needs.
- Competitor Micron has lobbied against the move, arguing that purchasing Chinese memory chips would damage domestic production and undercut reshoring efforts despite its own $250bn commitment across New York, Idaho, and Virginia.
- Senators Jim Banks and Chuck Schumer led a bipartisan letter in late July demanding Apple commit by August 21 to excluding these components, with signatories representing two of three affected states.
- Apple has reportedly tested memory chips from CXMT and YMTC for devices sold in China, though the company has not publicly committed to the senators' August 21 deadline or responded to the administration's stance.
- With the August 21 deadline approaching, pressure mounts as Lutnick predicted Apple will bring significant portions of its supply chain home step by step from Asia to the USA.
30 Articles
30 Articles
According to trade minister Howard Lutnick, the US wants to prevent Apple from meeting its needs for memory chips in China, but the company could resist.
Trump Opposes Apple Using Chinese Memory Chips
“The Trump administration doesn’t want Apple to buy memory chips from China, Commerce Secretary Howard Lutnick said in an interview. Apple may do so anyway,” the Wall Street Journal reports. “Insatiable demand for computer memory among companies building artificial-intelligence data centers has led to a shortage of the critical component and skyrocketing prices for what […]
Which Chinese chip companies might appear in Apple devices? The Trump administration doesn't want Apple to buy memory chips from China. However, the company could do so anyway. This was stated by US Commerce Secretary Howard Lutnick, according to RBC-Ukraine, citing his interview with The Wall Street Journal. According to the WSJ, the insatiable demand for computer memory from companies building data centers for artificial intelligence has led t…
Apple’s Costly Memory Bind: Why Washington Keeps Saying No to Chinese Chips
Apple finds itself squeezed. Global demand for memory chips has surged with the artificial intelligence boom. Prices have climbed. Product costs followed. The iPhone maker responded with selective price hikes and a search for new suppliers. One option lay in China. But federal officials drew a firm line. Commerce Secretary Howard Lutnick delivered the message bluntly. He spoke after touring an Apple manufacturing site in Houston. “The Trump admi…
Lutnick Draws Red Line: “Great American Companies” Shouldn’t Use Chinese Memory Chips
Lutnick Draws Red Line: “Great American Companies” Shouldn’t Use Chinese Memory Chips One week after The Wall Street Journal reported that Tim Cook’s Apple was testing memory chips from China’s CXMT, a company blacklisted by the Pentagon over alleged ties to the People’s Liberation Army, the outlet published a follow-up story with an interview with...
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