Lutnick says Trump administration opposes AAPL buying Chinese memory chips
Commerce Secretary Howard Lutnick says the Trump administration opposes AAPL buying Chinese memory chips as Apple explores options amid an AI-driven memory supply shortage.
AAPL Commerce Secretary Howard Lutnick said the Trump administration opposes $AAPL buying Chinese memory chips as Apple explores options during an AI-driven supply shortage.
The Details: • Policy limits: Apple may buy off-the-shelf Chinese chips, but U.S. rules require a license to share product information needed for customized chips. • Chip testing: Apple has tested memory chips from Chinese manufacturers CXMT and Yangtze Memory Technologies, potentially for devices sold in China. • Supply pressure: AI data-center demand has constrained memory supply and raised prices, contributing to higher consumer-electronics costs. • Domestic push: Lutnick said the administration is pressing Apple to expand U.S. production; Apple cited commitments for U.S.-made iPhone chips and Mac Mini assembly in Texas.