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Apple Tests CXMT Memory Chips Amid US Security Review

8/10/2026

35 5 Full Breakdown

Summary

Story summary

Apple is testing CXMT memory chips for iPhones and MacBooks and is awaiting U.S. government approval to use them in China.
CXMT held about an 8 % DRAM share in Q1 2026, ranked fourth, and aims to double wafer output from roughly 300,000 to over 600,000 per month.
U.S. officials warn the deal could transfer American technology to a Pentagon-listed firm with alleged Chinese-military ties and could hurt Micron.

History

Historical Context

Following the August 2018 NDAA ban on Huawei and ZTE, the Commerce Department added Huawei and 70 affiliates to the Entity List on 15 May 2019, cutting U.S. chip access and dropping Huawei’s 2019 smartphone shipments about 30 %. Those same security worries now cloud Apple’s trial of Chinese DRAM maker CXMT, with officials warning the deal could again funnel advanced technology to a firm linked to the military.

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Story summary

Apple is testing CXMT memory chips for iPhones and MacBooks and is awaiting U.S. government approval to use them in China.
CXMT held about an 8 % DRAM share in Q1 2026, ranked fourth, and aims to double wafer output from roughly 300,000 to over 600,000 per month.
U.S. officials warn the deal could transfer American technology to a Pentagon-listed firm with alleged Chinese-military ties and could hurt Micron.

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