Apple is caught between a memory shortage squeezing its costs and a U.S. government pushing it away from cheaper Chinese supply.
U.S. Commerce Secretary Howard Lutnick has told Apple directly that the Trump administration opposes the company buying memory chips from Chinese manufacturers as Apple searches for ways to deal with a global supply crunch.
According to The Wall Street Journal, Lutnick said there have to be “other solutions to the memory issue, but it’s not great American companies using Chinese memory.” When asked whether he had delivered that message to Apple, he replied, “plainly.”
The AI boom has data centers gobbling up memory…
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