Apple Tests CXMT Chips, HP and Acer Expand Usage Amid Supply Constraints

Apple evaluates CXMT memory for China sales while HP and Acer expand non-US usage. CXMT Q2 revenue surged 800% as capacity nears full utilization.

Woofun AI reports that Apple is evaluating memory chips from CXMT for integration into iPhones and MacBooks, with preliminary supply discussions focused on devices sold in China. The company seeks White House approval for this collaboration to mitigate global memory shortages driven by AI demand, though U.S. regulations restrict technology transfers, limiting purchases to standardized products. HP and Acer have already incorporated CXMT chips in devices sold outside the United States and are securing additional supply for next year. CXMT's Q2 revenue increased over eightfold year-over-year, capturing 7% of the global DRAM market, with production capacity nearing full utilization this year.