Overview
- A Weibo leaker’s post that circulated Monday said the White House may permit Apple to buy DRAM from CXMT and YMTC and present that permission as a bargaining chip in U.S.–China diplomacy.
- The report rests on a single uncorroborated source and has not been confirmed by major news outlets or U.S. officials, prompting public skepticism from AppleInsider and others.
- Independent capacity analyses cited in coverage say CXMT is largely booked through 2027 at about 95% utilization and that Goldman Sachs projects CXMT output of roughly 10,000 million GB by 2028, meeting only about half of China’s estimated demand.
- Wccftech’s calculations estimate Apple’s China-focused need at about 600 million GB—roughly 6.6% of CXMT’s cited year-end capacity—making large, immediate supply shifts unlikely even if permission were granted, and the leak says any approval would probably be limited to devices sold in China.
- If true, the move could signal a tactical use of export rules ahead of a planned Trump‑Xi meeting and affect Apple’s memory costs and supplier dynamics, but reliable confirmation from U.S. officials or other outlets is needed and will determine next steps.