Apple Reportedly Testing Controversial Chinese Chips as Memory Supply Crunch Intensifies The latest development in the ongoing memory supply crunch has seen Apple testing Chinese made chips from CXMT, a company considered a national security risk by Washington.
This move comes amid a dire situation, where AI driven demand outpaces production capacity.
At its core, this is a supply and demand issue, exacerbated by a perfect storm of factors: skyrocketing demand for high bandwidth memory chips driven by AI hype, finite production capacity, and the resulting prioritization of AI industry supply needs over consumer electronics manufacturers.