Foreign media: U.S. Commerce Secretary Lutnick explicitly stated that the Trump administration opposes Apple's procurement of Chinese memory chips, saying "It's not good for great American companies to use Chinese memory," and has directly conveyed this stance to Apple.
Owing to strong demand from AI data centers driving a shortage and soaring prices of memory, consumer electronics manufacturers like Apple have significantly raised prices. Apple is currently testing chips from China's CXMT and YMTC to alleviate supply constraints, possibly for products sold in the Chinese market, but Lutnick has urged Apple to seek alternative solutions.
HP and Acer have already begun using CXMT's chips in markets outside China.
Original source: toutiao.com/article/1873570785505292/
Disclaimer: The views expressed in this article are solely those of the author.