CXMT Reportedly Rejects Apple DRAM Deal to Prioritize Chinese Clients
Chinese memory maker CXMT reportedly declined Apple's request for DRAM at discounted prices and did not sign a DDR5 supply deal with a Taiwanese server manufacturer. The company is focusing on domestic demand and already supplies LPDDR6 to partners including Xiaomi. CXMT plans to add over 100,000 DRAM wafers per month within a year but remains about two generations behind in HBM.
- CXMT reportedly refused Apple's request for cheaper DRAM pricing
- Taiwanese server maker failed to secure DDR5 supply from CXMT
- CXMT supplies LPDDR6 to Xiaomi for its XRING 03 chip
- Plans to add 100,000+ DRAM wafers per month; HBM lags by two generations
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