Apple Faces DRAM Shortage Ahead of iPhone 18 Launch, Seeks Supply from CXMT

By: Harsh Vardhan

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Updated on: 07-Aug-2026 01:00 PM

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​Apple is experiencing a shortage of DRAM just weeks before the expected launch of the iPhone 18. The company is urgently seeking additional memory supplies to meet production demands for its upcoming devices. Apple has reportedly approached Chinese memory manufacturer CXMT to secure more DRAM stock.

Key Highlights

• Apple faces DRAM shortage ahead of iPhone 18 launch and seeks supply from Chinese manufacturer CXMT.
• Apple must obtain US government approval to buy DRAM from blacklisted supplier CXMT.
• CXMT declined to offer Apple lower DRAM prices, maintaining rates equal to other major clients.

Apple Seeks DRAM from CXMT

Apple's search for extra DRAM led it to CXMT, a major Chinese RAM supplier. However, CXMT is on the US government's blacklist. This means Apple must obtain explicit permission from federal authorities before conducting business with the company. CXMT already supplies memory to Chinese firms such as Xiaomi and Huawei. US companies, including Apple, face regulatory hurdles when seeking to buy from blacklisted suppliers.

According to reports, Apple requested a lower price for the DRAM from CXMT. The Chinese supplier declined, offering Apple the same prices it charges to its main customers, including Micron, SK Hynix, and Samsung. CXMT's decision reflects its strong negotiating position, as it holds long-term contracts with other major technology companies.

Implications for iPhone 18 Production

Apple needs the additional DRAM to support the production of its future iPhone 18 lineup. The new series is expected to include the company's first folding phone, rumored to be called the iPhone Ultra. Without sufficient DRAM, Apple could face challenges meeting demand for its new devices.

To proceed, Apple must first secure approval from the US government to buy from CXMT. Even with approval, Apple would need to accept the supplier's pricing terms, which are not lower than those offered to other major clients. This situation places Apple in a difficult position as it prepares for the iPhone 18 launch.

Background on CXMT and DRAM Supply

CXMT is a leading Chinese DRAM manufacturer with established relationships with companies like Xiaomi and Huawei. The company has years-long supply contracts with these firms, ensuring a steady demand for its memory products. US companies, however, face restrictions due to CXMT's status on the federal blacklist.

Apple typically sources DRAM from suppliers such as Micron, SK Hynix, and Samsung. The current shortage has forced Apple to explore alternative sources to maintain its production schedule. The outcome of Apple's negotiations with CXMT and the US government will likely impact the availability of the iPhone 18 at launch.