Apple leads lobbying efforts in Washington amid chip shortage driven by AI demand - Crypto Briefing

Apple is lobbying the Trump administration in Washington to allow it to source memory chips from ChangXin Memory Technologies (CXMT), a Chinese manufacturer blacklisted by the Pentagon just weeks ago.... Read original →

The AI-driven surge in DRAM demand has disrupted global semiconductor supply chains, forcing Apple to pursue regulatory exceptions for sourcing from Chinese firm CXMT, which was recently blacklisted. This move directly challenges U.S. policy coherence and risks undermining domestic chipmakers like Micron, who have invested heavily in U.S. manufacturing. If approved, it could accelerate de-risking of supply chains and shift strategic dynamics in U.S.-China tech rivalry. Apple’s multi-agency lobbying signals a broader industry shift toward pragmatic risk management over ideological alignment. The long-term implication is a reconfiguration of global semiconductor governance, where commercial necessity may override geopolitical caution.