Apple faces pushback over plans to buy Chinese memory chips - 9to5Mac
…This is not the first time Apple has tried to source memory chips from YMTC. In 2022, the company explored using the supplier’s components in some iPhones sold in China, but…
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Top stories
Trump Will Reportedly Allow Apple To Procure Memory Chips From CXMT And YMTC After Xi's US Visit In September
1d agoH200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence
3d agoGoogle plans to shift Pixel production from China, eyes shipment growth despite rising DRAM costs
5d agoGoogle is reportedly planning to move all Pixel production out of China - Engadget
6d agoEx-Samsung Chip Boss Says China's DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year
…Read all comments on Ex-Samsung Chip Boss Says China’s DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year
Apple Testing Chinese Memory Chips in iPhones and MacBooks
…started using memory chips from CXMT in devices sold outside the U.S. Meanwhile, Apple has held early talks with CXMT about supplying components for devices sold in China, and the company…
Why Huawei Says It Will Match TSMC’s Most Advanced Chips by 2031 - Semiwiki
…Huawei works closely with domestic partners, including chip designers, equipment suppliers, and foundries. Through these collaborations, China is building a more complete semiconductor ecosystem that reduces dependence on foreign suppliers. Artificial intelligence…
Discussions and forums
Apple Tests Chinese Memory Chips as Supply Squeeze Bites
From the article : Apple has been testing memory chips from China’s CXMT across product lines including iPhones and MacBooks, according to people familiar with the matter, as the U.S. company addresses a memory crunch du…
Exclusive: China targets 70% advanced domestic silicon wafer use by 2026
According to Nikkei Asia, China is working on more than 70% of the silicon wafers used by domestic chipmakers by the end of this year. This goal demonstrates China’s most aggressive attempt to localize key semiconductor …
How optical interconnects and silicon photonics emerged as AI's next hot commodity — looming US-China summit puts photonics into the crosshairs
The race to solve AI's copper bottleneck for scale-up and scale-out intensified last week, as the Federal Communications Commission (FCC) is drafting a measure that would block imports of new Chinese transceiver models, …
Samsung Eyes An Opening In China’s Dwindling Smartphone Market By Using CXMT Memory, But The Latest Report Has The Completely Wrong Idea About Pricing
…CXMT’s DRAM chips are anything but cheap; Samsung still has a chance to enter China’s smartphone market A report from Asia Times claims that Samsung is considering the use of…
CXMT Eyes Second Beijing Memory Fab After Record IPO, Circling the Gap Samsung and Micron Left Behind
Flush with its cash from a record-setting IPO, China's CXMT is considering building a second memory chip plant in Beijing. CXMT is regularly discussed in the media as a Chinese…
NVIDIA and AMD's China Market Share to Drop to 10% by 2026 as Domestic Chips Seize 90%, Says Report
US chip restrictions on China and the Asian nation's focus on local chips are expected to reduce AMD and NVIDIA's market share in the country this year, suggests a fresh…
CXMT Becomes World's Fastest-Growing DRAM Maker as Revenue Explodes 716% – China's Memory Champion Charges at the Big Three Club
…The details suggest that the reason behind CXMT being the world's fastest DRAM supplier was strong domestic demand in China and capacity expansion. After its IPO earlier this year, CXMT is…
Supply chain challenges risk delaying Nvidia's Rubin GPUs
Systems Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges China-bound Hopper accelerators are also likely to ship in smaller volumes than previously forecast…
China’s CXMT Is Betting On Customized DRAM To Circumvent U.S. Sanctions On HBM; Korean Suppliers Playing Safe Could Miss Out On Major Opportunity
…supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology. Follow Wccftech on Google to get more of our news coverage in your feeds. Read all comments on China…