Apple seeks approval to buy chips from blacklisted Chinese company, FT reports

Yahoo Finance · 2026-06-27

Apple seeks approval to buy chips from blacklisted Chinese company, FT reports Reuters Fri, June 26, 2026 at 11:26 PM EDT 1 min read AAPL June 26 (Reuters) - Apple is lobbying the Trump administration for clearance to buy memory chips from ChangXin ‌Memory Technologies, a Chinese company the Pentagon has ‌put on a blacklist, the Financial Times reported on Friday. The iPhone maker has lobbied the White House for approval aimed at easing financial pressure on the company from rising memory chip prices, the newspaper said, citing unnamed sources. The White House, Apple and ‌CXMT did not respond ⁠to requests for comment from Reuters outside business hours. The lobbying push underscores the bind facing ⁠major U.S. technology companies as soaring memory chip costs collide with Washington's national security restrictions on Chinese chipmakers. Apple approached the Commerce Department more than a month ago and also engaged other ‌administration officials and allies in Washington, one person told the FT. CXMT, China's top memory chipmaker, was designated as a Chinese military company by the Defense Department under the Biden administration. The company, among others, was approved by an interagency ‌committee last year for addition to the Commerce Department's Entity List. U.S. companies cannot ship goods, software and technology to companies on the ‌list without a license, which is likely to be denied. Apple raised iPad and MacBook prices on Thursday, saying it could no longer shield customers from soaring memory and storage ‌chip costs driven by the AI industry's data center buildout. (Reporting by Disha Mishra in Bengaluru; Editing by Jacqueline Wong and William Mallard)

AI 시장 분석

Apple is asking the US government for an exemption to allow purchases of chips from Chinese memory maker CXMT, which the Pentagon and Commerce Department have placed on a blacklist. The company says this is to mitigate a surge in memory and storage prices driven by AI data-center expansion and has already announced price increases for iPad and MacBook. The lobbying highlights a clash between commercial cost pressures and national-security-driven export controls, with direct implications for the semiconductor supply chain and hardware margins; approval would create opportunities for Apple and CXMT, while increasing uncertainty for US memory vendors and AI infrastructure investment.

상승 영향

Apple (AAPL)/Smartphone & PC hardware — If Apple secures approval to buy from CXMT, it can reduce memory cost pressure, protect per‑product margins and lower further upward pressure on consumer prices.
China memory (CXMT)/Semiconductors — Approval would give CXMT a large global customer, sharply boosting revenue and credibility and accelerating investment and expansion in China’s memory industry.
Consumer electronics demand — If Apple can source lower‑cost memory, the pace of iPad and MacBook price increases may slow, easing risks of weakening consumer demand.

하락 영향

US memory makers (e.g., Micron)/Semicond — If Apple sources cheaper memory from CXMT, US suppliers like Micron face tougher price competition and margin pressure, raising the risk of weaker results.
Data centers & AI infrastructure — Rapid memory demand from AI data‑center expansion drives prices higher, increasing infrastructure build costs and squeezing cloud/AI operators’ margins.
Regulation & trade (US-China tech cold w — Debate over granting exceptions amplifies regulatory uncertainty and risks prolonging US‑China technology and trade tensions by pitting commercial needs against security concerns.

AI가 생성한 분석으로 투자 자문이 아닙니다.

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