Supply-chain sourcing from a US-blacklisted supplier and related lobbying could affect near-term sentiment around Apple's risk and procurement strategy, though the ultimate impact and timing are uncertain.
Loop Says Apple (AAPL) Is Looking to China for Memory Supply Relief Ghazal Ahmed Tue, June 30, 2026 at 12:26 PM GMT+2 2 min read AAPL NVDA MU Apple (NASDAQ:AAPL) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More . On June 29, Loop reiterated the stock as "Buy. " The firm noted that its channel checks show Apple is looking into China for "memory relief.
" Following up on our previous trail of breadcrumbs pointing towar ds AAPL looking deeper into using local content in/from China for myriad reasons, the recent news of AAPL lobbying the US Government to allow for procurement of DRAM from Chinese CXMT [ChangXin Memory Technologies} is right on course with our ongoing research. Apple has reportedly begun launching a lobbying campaign seeking clearance from the Trump administration to source memory chips from CXMT, as per The Financial Times. CXMT is blacklisted in the U.
S. owing to its alleged ties to the Chinese military. Apple Inc.
(AAPL) Is A Top Warren Buffett Stock Pick guteksk7/Shutterstock. com Earlier this month, the Pentagon updated the 1260H list which blacklisted memory chipmakers CXMT and YMTC as well as dozens of other Chinese groups based on their alleged links to the People's Liberation Army. Even though Apple is not prohibited from buying chips from CXMT or YMTC, such deals can lead to reputational risks for U.
S. firms. Apple is a technology company known for its consumer electronics, software, and services.
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