Apple looks to Chinese chipmakers as supply tightens, Kristina Partsinevelos discusses

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30.06.2026

Apple looks to Chinese chipmakers as supply tightens, Kristina Partsinevelos discusses — Apple eyes Chinese chips amid shortages

Kristina Partsinevelos reports that Apple is seeking approval to purchase memory chips from Chinese suppliers in an effort to manage rising costs. However, supply issues persist as the chosen supplier reportedly cannot meet even domestic demand in China.

Partsinevelos discusses how this move could impact Micron, suggesting that Apple's lobbying efforts may have broader implications for the memory chip market.

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Partsinevelos previously flagged Micron reaching its most overbought level in over three decades. She has also reported on Super Micro's plans to raise $7 billion to address rising AI server demand. These developments come as chipmakers and suppliers navigate shifting industry pressures.

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