Apple's Bid to Use Chinese Chipmaker as Leverage Backfires
This year, Apple has explored CXMT and fellow Chinese chipmaker YMTC as potential DRAM suppliers, and had progressed to testing CXMT's chips as memory shortages pushed up the cost of almost all Apple devices. Apple hoped a credible Chinese alternative would pressure Samsung and SK Hynix into cutting their own prices, a tactic it has used before with OLED suppliers and contract manufacturers. CXMT is barred from EUV lithography tools under U.S. export controls, so it has to rely on older DUV equipment that, per a cost analysis cited by TechTimes, requires around 30% more wafer starts to produce the same output.
- ▪This year, Apple has explored CXMT and fellow Chinese chipmaker YMTC as potential DRAM suppliers, and had progressed to testing CXMT's chips as memory shortages pushed up the cost of almost all Apple devices.
- ▪Apple hoped a credible Chinese alternative would pressure Samsung and SK Hynix into cutting their own prices, a tactic it has used before with OLED suppliers and contract manufacturers.
- ▪CXMT is barred from EUV lithography tools under U.S. export controls, so it has to rely on older DUV equipment that, per a cost analysis cited by TechTimes, requires around 30% more wafer starts to produce the same output.
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| Original publisher | MacRumors |
| Canonical URL | https://www.macrumors.com/2026/08/06/apples-bid-to-use-chinese-chipmaker-backfires/ |
| Publication time | Thu, 06 Aug 2026 04:53:54 PDT |
| Retrieval time | 2026-08-06T11:55:47.126Z |
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Apple's Bid to Use Chinese Chipmaker as Leverage BackfiresThursday August 6, 2026 4:53 am PDT by Hartley CharltonApple's attempt to use Chinese memory maker CXMT as leverage against Samsung Electronics and SK Hynix has backfired, with the two Korean chipmakers ending up with more pricing power rather than less, DigiTimes reports, citing South Korean and Chinese trade press. This year, Apple has explored CXMT and fellow Chinese chipmaker YMTC as potential DRAM suppliers, and had progressed to testing CXMT's chips as memory shortages pushed up the cost of almost all Apple devices. Apple hoped a credible Chinese alternative would pressure Samsung and SK Hynix into cutting their own prices, a tactic it has used before with OLED suppliers and contract manufacturers.
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