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🍎Apple has started testing DRAM from #长鑫存储 (CXMT).
According to the latest foreign media reports, Apple has begun testing chips from ChangXin Memory Technologies (CXMT), which could potentially be used in some devices sold in the Chinese market in the future.
If it passes verification, this would be a milestone for CXMT.
Notably, it hasn't been long since Apple was first reported to be in contact with CXMT, and now it has already entered the testing phase — progressing faster than market expectations.
Institutions estimate that by 2028, CXMT's global DRAM market share could rise from 11% to 15%, solidifying its position as the world's fourth-largest DRAM manufacturer.
Currently, the global market remains dominated by the "Big Three":
🥇Samsung
🥈SK Hynix
🥉Micron
If Apple truly adopts CXMT, it would not only add another supplier but also signal that the competitive landscape of the global storage industry chain may begin to shift.
Next, two key questions to watch:
• Will Apple's tests pass smoothly?
• Will CXMT officially enter the supply list?
Follow ➕ — I will update you as soon as there are new developments.