CXMT Said to Reject Apple, Taiwan Server Maker DRAM Orders to Prioritize China Supply

Chinese memory maker ChangXin Memory Technologies (CXMT) reportedly declined memory orders from Apple and a Taiwanese server manufacturer, even as overseas customers offered long-term contracts to secure supply, according to semiconductor industry sources. The company's stance reflects a push to prioritize domestic Chinese customers over capacity constraints alone. Apple sought pricing below that of Micron, Samsung Electronics and SK Hynix, but CXMT did not accept, Wccftech reported. The Taiwanese server maker's DDR5 inquiry was also rebuffed, and a company vice president said it was unclear whether government pressure or policy limits drove the decision. CXMT has begun supplying LPDDR6 DRAM to domestic partners including Xiaomi for its in-house XRING 03 chip. Former Microdrive Technology general manager Wu Chin-jung attributed the hardline stance to a broader plan for self-sufficient Chinese DRAM supply. Yole analyst Huang Maoyuan said meeting domestic demand alone poses a difficult challenge that could take a decade. CXMT is estimated to add 100,000 wafers of monthly DRAM capacity within a year, but trails Samsung, SK Hynix and Micron by two generations in HBM. U.S. export controls bar access to EUV equipment, and HBM supply has reportedly been cut 25% on poor yields.