Apple lobbying to buy memory chips from blacklisted Chinese firm: FT
Seeking Alpha ·
Apple ( AAPL ) has launched a lobbying campaign seeking clearance from the Trump administration to procure memory chips from CXMT, a Chinese company blocklisted in the U.S. due to its alleged ties to the Chinese military, The Financial Times reported on Tuesday.
AI 시장 분석
Reports say Apple(AAPL) is lobbying for the Trump administration's approval to procure memory chips from Chinese memory maker CXMT, which is on the US blacklist. CXMT is subject to sanctions over alleged ties to the Chinese military, so the approval decision is directly tied to political and security considerations. If approved, substantial demand would flow to CXMT and the China-based memory industry, affecting prices and supply; conversely, US memory firms and the global supply chain could face increased regulatory risk. The market is watching the likelihood of approval, political backlash, and prospects for further regulation, and expects differentiated impacts across related sectors.
상승 영향
- Semiconductor Memory — If AAPL obtains permission to procure CXMT chips, increased supply from Chinese memory producers could immediately improve sales and market share for companies offering similar products to CXMT.
- Chinese semiconductor companies — Actual demand from a global corporation would help boost the credibility and customer relationships of Chinese semiconductor firms such as CXMT, potentially leading to additional orders and investment inflows.
- Smartphone and hardware supply chain — If AAPL diversifies its suppliers, component procurement stability and cost efficiency would improve, producing positive spillovers for assemblers and second-tier supply-chain participants.
하락 영향
- US memory companies — If AAPL is allowed to procure Chinese memory, US memory companies such as Micron could lose some high-value demand, negatively affecting revenue and pricing power.
- Technology regulation and geopolitical r — Controversy over exceptions for sensitive firms could instead trigger stricter regulations and political backlash, increasing global supply-chain uncertainty and costs.
- US technology and large-cap IT — Combined dependence on overseas supply chains and national-security issues could expand the regulatory-risk premium for large tech names, including AAPL, putting pressure on valuations.
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