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Apple reportedly tests CXMT chips, showing China-US industrial chain cooperation ‘irreversible’: experts_我的网站

一 |     　　讯 据海关总署消息，随着暑期跨境出游热潮持续升温，广州白云机场口岸客流显著攀升。    

    View of iPhones at a store in Shanghai on August 5, 2026 Photo: VCG
After media reports saying that US tech firm Apple has been testing memory chips from Chinese chipmaker ChangXin Memory Technologies (CXMT) across product lines including iPhones and MacBooks, Chinese experts said on Monday that Apple may seek to adopt memory chips from CXMT to control rising costs for its electronic devices despite obstruction by some US politicians.
If the report is true, the move would not only underscore the technological leap and rising global competitiveness of China's semiconductor sector, but also demonstrate that deeper supply‑chain integration among multinationals is an irreversible trend, experts noted.
Apple has held early talks with CXMT about supplying components with the goal of using them in some devices sold in China, The Wall Street Journal reported on Sunday, citing people familiar with the matter. "Apple hopes to win the White House's blessing to do business with the Chinese company," the report stated.
Laptop makers HP and Acer have begun using memory chips from CXMT in devices sold outside the US to alleviate ongoing memory supply strain, people familiar with the matter said, according to the report.
Both companies didn't reply when reached by the Global Times on Monday for comment.
"Amid a sizable global memory supply crunch, Apple is forced to widen its supplier base to contain rising costs. Thus, despite heavy US political pressure, it is highly likely to adopt CXMT chips," Ma Jihua, a veteran technology industry analyst, told the Global Times on Monday.
In June, Apple raised iPad and MacBook prices, saying it could no longer shield customers from soaring memory and storage chip costs driven by the AI industry's datacenter buildout, Reuters reported. 
Against this backdrop, CXMT has emerged as a potential counterweight to these cost pressures. The company's shares closed up 465.82 percent on its July 27 market debut, giving it a market capitalization of over 3.2 trillion yuan ($471.2 billion), becoming one of the world's largest producers of dynamic random-access memory (DRAM) and the most valuable listed company on the A-share market.
"Represented by CXMT, a batch of Chinese hard-tech firms constantly focus on innovations in recent years. Their product performance and supply capacity are steadily approaching international advanced levels, attracting an increasing number of market-driven multinationals to actively embed themselves in China's supply chains," Bao Jianyun, dean and professor of the Department of International Politics at the School of International Studies at Renmin University of China, told the Global Times on Monday.
China's exports of integrated circuits (ICs) reached $216.02 billion in the first seven months of 2026, up 99.5 percent year-on-year, according to data released by the General Administration of Customs (GAC) on Friday.
Prompted by the rapid development of integrated circuit technologies and the need to better meet market demands, China recently issued revised regulations on the protection of IC layout-designs. Scheduled to take effect on October 15 this year, the regulation aims to strengthen the protection and application of layout-designs and improve registration and management systems by elevating proven practices into regulations, while also aligning with relevant laws and international treaties.
These institutional upgrades, paired with policies to boost domestic demand and improve market access, are reinforcing China's appeal as a stable anchor for global semiconductor investment.
Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment for possible use at their Chinese factories, three people familiar with the matter ‌said, as the South Korean firms hedge against the risk of tighter US export controls, Reuters reported on August 5.
"If these reports are true, the trend once again shows that it's an irreversible historical tide for multinationals to expand cooperation with Chinese firms according to market principles. The US side's political attempt to build 'small yard, high fence' and push 'decoupling' is doomed," Bao said.
The rise of Chinese-made memory chips and recent tech innovations - including Unitree Robotics' humanoid robots and Moonshot's Kimi K3 - underscore that unilateral US sanctions cannot prevent Chinese technological iteration, nor can protectionism block open cooperation, the expert said.
。据广州海关统计，今年暑运启动以来（7月1日至8月10日），广州海关在广州白云机场口岸累计监管进出境航班超1.5万架次，同比增长约11%；监管进出境人员超240万人次，同比增长约15%，创历史同期新高。　　广州白云国际机场作为全国三大国际航空枢纽之一，拥有国际及地区通航点超100个，每周进出境国际航班超2500架次，航线网络通达全球。在跨境游的强劲带动下，7月广州白云机场口岸迎来客流高峰。　　跨境出行热度高涨，“跨境游+免税购物”“跨境游+离境退税”的组合持续激发消费潜力。目前，广州白云机场口岸在T2、T3航站楼均设有口岸进、出境免税商店和市内免税商店提货点，在售免税商品超1.1万种，品类覆盖化妆品、烟酒、国潮饰品、非遗产品以及国产手机、平板电脑等电子产品。

二 | 广州市离境退税商店突破1700家，网点广泛覆盖天河路商圈等核心消费集聚区，境外旅客购物退税场景不断丰富。　　据统计，7月以来截至8月10日，广州白云机场口岸免税品销售额超约1.5亿元，同比增长3.4%；广州海关累计验放境外旅客离境退税申请单金额超1.05亿元，同比增长约1.5倍。版权申明：凡注有“”或电头为“”的稿件，均为独家版权所有，未经许可不得转载或镜像；授权转载必须注明来源为“”，并保留“”的电头。    。

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