Apple had been relying only on CXMT, but it was already operating at full capacity... Will the memory deal negotiations come to nothing?

Apple is reportedly reviewing China’s CXMT as a new memory supplier, but the move may have limited impact on its bargaining power.

CXMT’s 2024 DRAM output has already grown to world No. 4 levels, with monthly shipments above 100,000 wafers and annual shipments of 1.62 million wafers.

Industry analysis says CXMT’s existing fabs are running near capacity, leaving little room for Apple to push for major extra volume.

As a result, Apple’s supplier diversification may not significantly shake memory prices or pressure rivals.