Apple Seeks Approval for Chips from US Blacklisted Chinese Firm
Democrats accuse Trump's policies of deepening the semiconductor crisis.
1Semiconductor Crisis Deepens
The semiconductor crisis in the US is worsening due to the AI boom and increased demand for memory chips. Apple is seeking US government approval to work with Chinese memory chip maker ChangXin Memory Technologies (CXMT). However, CXMT is on the Pentagon's blacklist, creating uncertainty in the supply chain.
2Trump Policies Under Fire
Democratic Congressman Ro Khanna accuses the Trump administration of undermining US memory chip production. According to Khanna, Trump's policies laid the groundwork for the current surge in consumer electronics prices. Additionally, the Commerce Department is reportedly reviewing funding for Samsung and SK Hynix.
3Apple's Search for Alternatives
Apple wants to work with CXMT to meet the growing demand for memory chips driven by AI infrastructure investments. The company has passed on rising memory costs to MacBook and iPad prices. Similarly, Dell and HP have raised prices this year. However, reliance on China could pose new risks.
4CXMT and Security Concerns
CXMT is on the Pentagon's blacklist due to alleged ties with the Chinese military. The company denies these claims, but sourcing from CXMT carries political risks for US firms. Khanna warns that dependence on Chinese supply chains is not in the US interest.
5China's Rise in the AI Market
Chinese companies' growing strength in the AI market has negatively impacted US chipmakers' stocks. Moonshot AI's Kimi K3 model outperformed Anthropic's Claude Fable 5, leading to a sell-off of US chip stocks. The Trump administration plans to scrutinize Chinese AI models for potential sanctions.
6US Semiconductor Strategy
The US aims to support the semiconductor industry through the Chips and Science Act passed in 2022. However, Trump has criticized the program, advocating for tax incentives to localize production. The Commerce Department has hinted at reviewing funding, causing uncertainty in the sector.
Original article: INCRYPTED — Apple, ABD'nin kara listesindeki Çinli çip üreticisinden izin istiyor