金色财经|Jul 27, 2026 08:02
[Apple and Micron Spark China's Chip Lobbying Battle, Trump Caught in a Dilemma]
According to a report by Jinse Finance on July 27, citing The Wall Street Journal on July 24, Apple CEO Tim Cook recently led a team to lobby President Trump, the U.S. Secretary of Commerce, the Treasury Secretary, and other senior officials. They sought approval to use memory chips from Changxin Memory and Yangtze Memory in iPhones, Macs, and other products sold overseas. Apple stated that this move could diversify its supply chain, alleviate chip shortages, lower the prices of consumer electronics, and ensure that devices equipped with Chinese-made chips would not enter the U.S. domestic market.
This proposal faced fierce opposition from Micron, the only major domestic memory chip manufacturer in the U.S. Micron executives warned the government that even if the products were solely for export, allowing the purchase of Chinese memory chips would harm the U.S. domestic memory industry, potentially recreating the scenario where U.S. manufacturing was previously undercut and weakened by low-cost foreign products. Micron proposed addressing the supply gap through its $250 billion domestic expansion plan and opposed easing restrictions on chip procurement from China.
Changxin Memory and Yangtze Memory have previously been listed by the U.S. as entities linked to military activities. The completely opposing demands of the two major U.S. companies have placed the Trump administration in a policy dilemma of balancing consumer market costs with protecting the domestic semiconductor industry. As of now, there is no clear conclusion on the related approvals. The current cycle of rising memory chip prices is expected to last until 2027, with significant price increases already seen in several Apple devices, and cost pressures continuing to mount.
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