CXMT's expansion is creating pricing pressure on Micron's DRAM business, while also offering potential supply flexibility to Apple Inc. amidst U.S. policy restrictions.
4 reports, 2 independent
Updated Aug 6
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What happened
CXMT's expansion is creating pricing pressure on Micron's DRAM business, while also offering potential supply flexibility to Apple Inc. amidst U.S. policy restrictions.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.Apple is negotiating with CXMT to source memory chips amid global supply chain shifts.1 source
CXMT's expansion is creating pricing pressure on Micron's DRAM business, while also offering potential supply flexibility to Apple Inc. amidst U.S. policy restrictions.1 source
Keep exploring
Part of
Global memory market shifts are affecting both Micron Technology and Apple Inc., while the U.S. administration determines the market access fate of CXMT.Also in this story
- Global memory market share is constrained by AI demand.
- Micron Technology is facing competition from Chinese memory-chip maker Changxin Memory Technologies.
- Apple is seeking government approval for purchases from Changxin Memory Technologies while navigating existing blacklists and component price increases.
The entities involved
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Micron Technology
American multinational corporation based in Boise, Idaho
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Apple Inc.
American multinational technology company based in Cupertino, California
Related events
- Changxin Memory Technologies debuted on the Shanghai Stock Exchange and confirmed its role as a DRAM producer challenging global giants.
- Goldman Sachs released new estimates regarding the current demand trends for DRAM products.
- Apple secures half of TSMC's 2nm capacity for its chips, creating competitive advantages and disadvantages for rivals like AMD and MediaTek, all while navigating the influence of Trump's tariffs.
- Apple is introducing new product lines, facing intense market competition in premium devices, and relying heavily on its global memory supply chain.
- Robust demand for HBM products drove DRAM revenues in July 2025.