MU · News · 20260817N
Export Controls / Regulatory Risk
MICRON TECHNOLOGY INC · 2026-08-17 · Importance 37 · Surprise 42 · In source text
The White House pressured Apple to avoid sourcing memory chips from Chinese manufacturers, including CXMT. The Commerce Department warned Apple against using Chinese memory products on national-security grounds. Reduced access to Chinese suppliers could increase Apple’s dependence on U.S. memory suppliers such as Micron, while any reversal could pressure Micron’s customer volumes and market share.
Key facts
- The White House pressured Apple to avoid sourcing memory chips from Chinese manufacturers like CXMT, and the Commerce Department has explicitly warned Apple against using Chinese memory products. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | The White House pressured Apple to avoid sourcing memory chips from Chinese manufacturers like CXMT, and the Commerce Department has… |