Branch2 Intelligence
Apple begins testing CXMT chips for devices sold in China, FT says
Key takeaway
Apple testing CXMT DRAM chips for China-market iPhones, potentially replacing US/South Korean suppliers.
- Step 11st-order: Apple tests CXMT DRAM chips for China-market iPhones, signaling a potential shift in procurement away from US/South Korean suppliers.
- Step 22nd-order: CXMT wins a major customer, boosting its revenue and capacity utilization; Micron and Samsung face lost Apple orders for China-bound devices.
- Step 33rd-order: Global DRAM supply-demand balance tightens as CXMT capacity is absorbed by Apple, raising spot prices for non-China markets.
Source: CNBC
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