Kalley Huang, reporting from San Francisco, and Ana Swanson, from Washington, for The New York Times (gift link):
Apple, which has cited the memory chip shortage for recent price
increases, is working with other consumer electronics companies to
push for permission to buy memory chips from China, which faces
certain restrictions, seven people said.
Apple was in talks in 2022 to buy memory chips from Yangtze Memory
Technologies Corporation, or YMTC, but those efforts fizzled under
pressure from U.S. lawmakers.
Many officials appear unsympathetic to Apple’s desire to buy
Chinese chips, because the company has promised for years to move
more of its supply chain to the United States but has made only
small steps toward that goal, four people said. Other critics of
the plan said that China was also experiencing a similar chip
crunch, and had proved itself to be a risky supplier when it
restricted its mineral exports last year.
Raffaele Huang and Rolfe Winkler, reporting for The Wall Street Journal (also a gift link):
Apple has been testing memory chips from China’s CXMT across
product lines including iPhones and MacBooks, according to people
familiar with the matter, as the U.S. company addresses a memory
crunch during the artificial-intelligence boom.
Apple has held early talks with CXMT about supplying components
with the goal of using them in some devices sold in China, the
people said. Apple hopes to win the White House’s blessing to do
business with the Chinese company. [...]
Apple often tailors components to its devices to maximize
performance. Using standard CXMT memory chips could force Apple to
redesign certain parts of its products. Industry analysts also say
CXMT’s technology still trails its foreign competitors, in part
because the company’s access to the most sophisticated chip-making
equipment is restricted.
At present, CXMT wouldn’t be a panacea for Apple. The Chinese
company has maxed out its production capacity this year, leaving
little room for new international clients, the people familiar
with the matter said.
The gist of both reports is that just like in 2022, Apple might not get permission from the U.S. government to use Chinese RAM, even for devices sold in China. And, even if they do secure permission, it might not actually help much with the supply crunch.