Micron asks White House to oppose Apple's plan to source memory from blacklisted supplier

1. Micron urges President Trump to block Apple's purchase of memory from blacklisted Chinese supplier CXMT Newsworthy Reliable Negative
2. Apple petitioned U.S. government in June to allow buying RAM chips from Chinese Military Company Blacklist firm CXMT Newsworthy Reliable Negative
3. Micron warns permitting sales from blacklisted companies like CXMT would harm U.S. tech manufacturing like China's effect on steel industry Newsworthy Reliable Negative
4. Apple argues Micron’s high 80% gross profit margins indicate price gouging amid memory chip shortages Relevant Plausible Negative
5. Apple claims Micron’s slow reinvestment limits supply growth and AI chip demand will absorb most new memory production Relevant Plausible Negative
6. Micron plans $250 billion U.S. investment to expand domestic memory chip manufacturing capacity Newsworthy Reliable Very positive
7. Current memory chip crisis drives Apple to find cheaper suppliers amid limited production capacity and high prices Newsworthy Reliable Negative
8. U.S. Defense Department and others barred from contracting with blacklisted companies complicates Apple’s use of CXMT Newsworthy Reliable Very negative

Type: standard news · Analysis confidence: 90%

Used in syntheses

• Lam Research projects $6.6B Q4 fiscal 2026 driven by AI and DRAM • Nvidia-SK Group $500B AI partnership with 2GW AI factory • Arm-based AI GPU servers exceed x86 spending in Q1 2026 • Intel posts $16.1B Q2 revenue with 59% AI segment growth • AMD commits to full-stack AI with backing from Microsoft, Meta, OpenAI • Qualcomm hikes smartphone processor prices double digits from Sept 2026 • Samsung-SK Hynix $950B US chip deals with Nvidia, Broadcom • Micron blocks Apple’s Chinese memory sourcing plans