US lawmakers press Trump administration to block Chinese memory chip suppliers

US lawmakers press Trump administration to block Chinese memory chip suppliers

Congressional pressure on CXMT and YMTC has intensified as Apple reportedly seeks clearance to source DRAM from CXMT amid tight global memory supply and higher 2026 prices.

TRUMP

Summary

Senior U.S. lawmakers are urging the Trump administration to stop American companies from buying from Chinese memory chip suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co. (YMTC), even as Apple reportedly seeks approval to source DRAM from CXMT during a global memory shortage. Lawmakers say dependence on the two companies poses “an unacceptable risk” to U.S. national, economic and supply-chain security and are pushing for broader restrictions beyond the Pentagon’s Chinese military companies list. They want CXMT added to the Commerce Department’s export control list, tighter sanctions on YMTC, and rules barring U.S. companies from buying semiconductors from firms on either the Defense Department or Commerce Department lists. The lawmakers are also calling for coordinated action with South Korea, Japan and the European Union to keep the Chinese chipmakers out of allied supply chains as supply tightens. The pressure comes as CXMT expands rapidly, with Counterpoint Research estimating it holds a 9% share of global DRAM bit shipments and is poised to raise about $10.1 billion through a Shanghai Star Market listing, while analysts say a potential move into high-bandwidth memory could further strengthen its position.

Terms & Concepts
  • DRAM: Dynamic random access memory used in computing devices for fast data access.
  • export control list: A government restrictions list that can limit a company's access to technology, trade or commercial dealings.
  • high-bandwidth memory: A type of advanced memory designed to deliver very fast data transfer, often used in AI and high-performance computing.