Will the “high prices” of the iPhone continue? Apple is drawing closer to China’s CXMT, and why its efforts to keep memory rivals in check may end up falling flat [Part 2] (1/3 pages)

Apple is reportedly deepening ties with Chinese DRAM maker CXMT as part of its memory sourcing strategy.

CXMT, backed by China’s semiconductor self-sufficiency push, expanded production capacity and ramped up output of LPDDR4 and DDR4.

By 2024, CXMT had climbed to No. 4 globally in DRAM shipments, with its factories running near full capacity.

The trend could affect iPhone memory procurement, Apple’s supply-chain strategy, and broader DRAM pricing dynamics.