Apple has begun qualifying DRAM chips from China's ChangXin Memory Technologies (CXMT) for use in iPhone and MacBook models, according to multiple supply-chain reports. The move comes as tight global memory supply, driven by AI demand, pushes Apple to diversify sources.

Initial discussions point to CXMT memory being deployed in devices sold in the Chinese domestic market – a common first step for new supplier qualifications. However, pricing negotiations remain unresolved: CXMT's quotes are reportedly on par with or above Samsung/SK Hynix pricing, which could slow adoption.

CXMT is now recognized as the world's fourth-largest DRAM producer (per SemiAnalysis), with rapid revenue growth – Q1 2026 revenue hit RMB 50.8B (+719% YoY) , with net profit of RMB 24.76B. The company forecasts H1 2026 revenue between RMB 110B–120B, capitalizing on the ongoing memory shortage cycle.

ICgoodFind Take:
Supply scarcity opens doors. Even without a price advantage, CXMT’s qualification cycle is a strategic hedge for Apple against DRAM concentration risk. For procurement, this signals a credible fourth DRAM source – but pricing parity means the real win is capacity security, not cost savings – at least for now.