Apple is reportedly seeking to introduce memory from China’s ChangXin Memory Technologies, or CXMT, and Yangtze Memory Technologies Co., or YMTC, into its supply chain, particularly for products sold in China. The companies are expanding production and using third-party assembly and cloud-industry customers to broaden overseas sales, while industry estimates suggest China’s domestic memory self-sufficiency could exceed 50% by late 2027 or 2028. CXMT has completed 29.5 billion yuan in fundraising, while YMTC plans to raise about 33 billion yuan for production-line upgrades and research. The companies’ limited capacity, competing domestic demand and U.S. technology restrictions remain constraints, and neither is seen as likely to supply Apple at scale or compete mainly through price discounts.