Will Apple purchase CXMT memory chips in 2026?Will Apple purchase memory CXMT chips in 2026?
Open$18Kas of
Odds now
The market prices a 43% chance that this market resolves YES, as of .
YES43¢
NO57¢
as of
What moved the odds?
20 AI-matched news signals on this market, newest first. Entry price is the called side when the news hit; the signed return marks it against the live price as of .
Apple plans to use Chinese memory chips to alleviate shortage crisis; Trump administration and Micron join forces to block it.
Apple: Trump administration wants to block chip purchases in China
The Government is not in favor of Apple $AAPL buying memory chips from Chinese companies, according to US Commerce Secretary Lutnick via WSJ
Trump urges Apple not to buy memory chips from China The Donald Trump administration has opposed Apple's purchase of Chinese memory chips amid shortages and rising chip prices. US Commerce Secretary Howard Lutnick said that American companies should look for alternative suppliers. According to the WSJ, Apple is testing memory from Chinese manufacturers CXMT and Yangtze Memory Technologies. If the tests are successful, they can be used in the company's devices sold in China. Read only the gist from RBC-Ukraine on Google.
WSJ: US urges Apple not to purchase Chinese memory chips, but to seek alternatives.
Apple Tests CXMT DRAM for iPhones and MacBooks Amid AI-Driven Memory Shortage. • Apple is reportedly testing DRAM memory chips from Chinese semiconductor manufacturer ChangXin Memory Technologies (CXMT) as ris
NOReuters93%match72¢-21%
U.S. Urges Apple Not to Buy Chinese Memory Chips - WSJ
Exclusive: U.S. Urges Apple Not to Buy Chinese Memory Chips -- WSJ
YESdj97%match28¢+54%
*Apple Has Tested Chips From Chinese Memory-Makers CXMT and YMTC, Sources Say -- WSJ
NOdj91%match72¢-21%
*Trump Administration Opposes Any Apple Plan to Use China Memory Chips, Lutnick Says -- WSJ
Apple reportedly testing Chinese-made memory chips for iPhones, MacBooks amid global shortage
Apple reportedly testing Chinese-made memory chips for iPhones, MacBooks amid global shortage
DRAM Prices Soar… Apple Rushes to China’s CXMT
#CWSJ Headline Sources say Apple has held preliminary talks with China's Changxin Memory Technologies Co., Ltd. regarding component supply, intending to use parts in some devices sold in China. Some U.S. policymakers are concerned that if Changxin secures orders from the leading U.S. company, the memory chip manufacturer will gain access to U.S. technology and more funding.
Apple, the ‘Master of Supply Chains,’ Rushed to China’s CXMT Due to Memory Shortages
Sources familiar with the matter revealed that Apple has been testing memory chips from China's Changxin Memory Technologies Co., Ltd. in its iPhone and MacBook product lines, and has held preliminary talks with Changxin regarding component supply.
Ignoring warnings from members of Congress, Apple is reportedly testing Changxin Memory DRAM in iPhones and MacBooks.
Apple Turns to China's CXMT Amid AI-Driven Memory Shortage
Apple is testing DRAM chips from China's Changxin Memory Technologies (CXMT) due to a shortage of memory chips caused by the AI boom, covering product lines such as iPhones and MacBooks. Sources familiar with the matter revealed that Apple has held preliminary talks with CXMT to use the chips in some devices for the Chinese market and is seeking White House approval. Apple has raised prices globally as AI demand drives up storage costs. Securing a Chinese supply would help alleviate the pressure. HP and Acer have already adopted CXMT chips in devices outside the US. CXMT recently listed in Shanghai with a market capitalization of approximately $520 billion, the highest in mainland China. US regulations prohibit technology transfer to CXMT (an entity on the Entity List, with military ties), hindering custom chip development, but allowing the use of off-the-shelf components and price negotiations. Apple may need approval from the Trump administration to avoid political risks. The US is concerned that CXMT winning orders will allow access to US technology, assist the Chinese military, and impact Micron's plans to build a factory in the US. CXMT's technology remains outdated, and its production capacity is already full this year, making it difficult to secure new international customers. Its prices are on par with or slightly higher than those of Micron, SK Hynix, and Samsung. Q2 revenue increased more than sevenfold year-on-year, with a market share of approximately 7%, primarily supplying ByteDance, Tencent, and Xiaomi. A new factory is under construction, with a target of more than doubling production capacity by 2028.
Apple tests China’s CXMT memory chips for iPhones, MacBooks, WSJ reports
Where does the news lean?
38YES13NO6neutraltrailing 24h
Average match confidence across the listed signals: 95%.
What would make this resolve YES?
According to the Financial Times, Apple has sought U.S. government approval to purchase memory chips from ChangXin Memory Technologies (CXMT). You can read more about that here: https://www.ft.com/content/d72a25e2-7bde-4aa9-bd8d-0c4f3d6cb2cb?syn-25a6b1a6=1.
This market will resolve to "Yes" if Apple or an official representative of the company announces that it will use, purchase, or source memory chips from CXMT by December 31, 2026 ET. Otherwise, this market will resolve to "No".
A qualifying announcement made within this market’s timeframe will suffice for a "Yes" resolution regardless of whether or when CXMT subsequently supplies Apple.
This market will also resolve to "Yes" if it is otherwise confirmed that Apple purchased, agreed to purchase, entered into a supply agreement for, or began sourcing any products or components from CXMT by December 31, 2026, 11:59 PM ET.
The primary resolution source for this market will be official information from Apple and/or its official representative; however, a consensus of credible reporting will also be used.
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