Recently, US Commerce Secretary Howard Lutnick cautioned Apple against procuring memory chips for its Mac computers from Chinese suppliers. Amid the ongoing global chip shortage, Apple has been evaluating memory chips produced by China's ChangXin Memory Technologies as a means to alleviate supply chain pressures. However, this strategic move has sparked significant backlash from the Trump administration.
Previously, Apple CEO Tim Cook and his executive team engaged in lobbying efforts with Trump, Commerce Secretary Lutnick, and Treasury Secretary Bessent. Their objective was to secure approval for integrating Chinese-made memory chips into Apple products sold outside the United States. This initiative was intended to mitigate global memory supply constraints and alleviate cost pressures. Nevertheless, it encountered staunch opposition from companies such as Micron Technology. Micron cautioned that permitting Chinese memory companies to supply products to US tech firms could inflict severe damage on the domestic US industry.
Furthermore, a group of bipartisan US senators collectively penned a letter to Apple CEO Tim Cook. In this correspondence, they demanded that Apple furnish a written commitment by August 21, pledging to refrain from procuring memory chips from ChangXin Memory Technologies and Yangtze Memory Technologies. This stipulation applied even if the chips were earmarked solely for Apple devices sold within the Chinese market.
Despite the mounting pressure, Apple persists in testing ChangXin's chips and is contemplating their utilization in certain devices sold in China.
