Apple, Google Weigh Chinese Memory Chips as AI Shortages Tighten Supply
Updated
Updated · DIGITIMES · Jun 27
Apple, Google Weigh Chinese Memory Chips as AI Shortages Tighten Supply
3 articles · Updated · DIGITIMES · Jun 27
Summary
Apple and Google are considering Chinese-made memory chips as AI-driven demand keeps global supply tight, pushing major tech buyers to look beyond traditional suppliers.
Analysts say interest alone will not quickly translate into large-scale adoption because qualification, reliability testing and customer approval processes can take significant time.
Apple has already moved beyond exploration, seeking U.S. approval to buy chips from blacklisted ChangXin Memory Technologies, or CXMT, to cut costs and ease supply-chain pressure.
That effort underscores the broader tension in the market: AI is widening memory shortages just as U.S. restrictions and security concerns complicate any shift toward Chinese suppliers.