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1h ago

Senators Demand Apple Pledge Not to Use CXMT or YMTC Memory by August 21

Lawmakers say the suppliers' documented links to China's military could jeopardize U.S. supply‑chain security and prompt the Defense Department to cut Apple purchases.

Senators say Apple’s push for Chinese memory chips could threaten US national security.
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US senators urge Apple to abandon plans for Chinese chips

Overview

  • A bipartisan group of six U.S. senators led by Jim Banks and Chuck Schumer sent Apple a letter asking the company to commit by August 21 not to incorporate memory chips from ChangXin Memory Technologies (CXMT) or Yangtze Memory Technologies (YMTC).
  • The senators warned that both firms appear on the Pentagon's Section 1260H list of entities tied to China's military and stressed that parts qualified for China‑only devices could be used worldwide with a single procurement decision.
  • Apple has been testing CXMT DRAM and held talks with CXMT and YMTC to ease an AI‑driven memory shortage, and the company has sought assurances from the White House about future export restrictions while Micron has lobbied the administration to block the purchases.
  • Policy and market consequences could be large because YMTC is already on the Commerce Department Entity List, CXMT is not currently listed, and a decision to allow or block the suppliers could affect Defense Department buying, planned U.S. memory investments, and consumer device prices.
  • An administrative or Commerce Department action could quickly change supplier access and pricing, and Apple had not publicly answered the senators' request as of the latest reports.