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Senators warn Apple not to buy memory from Chinese companies on Pentagon list
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The Business Times
Senators tried to dismantle the idea that allowing Apple to buy Chinese memory would decrease prices, citing analysis that CXMT’s pricing is sometimes higher than its competitors.
If Apple procures Chinese memory chips, it “would function as a signal that other buyers follow”, the senators wrote, and arrive “just as workers in Indiana, Idaho, New York, and Virginia carry out the largest expansion of domestic memory production in a generation”.
The senators also asked for information about what Apple has shared with CXMT in its efforts to qualify the memory chips.
Apple had sought in 2022 to source some of its memory supply from YMTC, but that effort was derailed by opposition in Washington.
The senators asked Apple to commit by Aug 21 to avoid incorporating CXMT or YMTC memory into its products.