---
title: "Apple’s fight with Micron just took a wild turn — and it could reshape the memory market"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293822388.md"
description: "Apple is lobbying the U.S. government to source memory chips from blacklisted Chinese firm CXMT to avoid Micron's high prices, citing an AI-driven supply shortage. Micron argues these prices reflect genuine scarcity and necessary capital investment. The dispute highlights tensions between tech giants controlling costs and semiconductor manufacturers seeking returns, though it may not significantly impact Micron's dominant position in high-margin AI memory."
datetime: "2026-07-25T12:42:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293822388.md)
  - [en](https://longbridge.com/en/news/293822388.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293822388.md)
generator: "portal-rs"
---

# Apple’s fight with Micron just took a wild turn — and it could reshape the memory market

Quick ReadApple is lobbying the Trump administration to source memory from blacklisted Chinese supplier CXMT, accusing Micron of price-gouging with gross margins above 80%.Tim Cook raised MacBook and iPad prices 20% citing a memory shortage he called a '100-year flood,' undermining Apple's accusations that Micron is unfairly gouging.CXMT cannot pro...

### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [MIC.US](https://longbridge.com/en/quote/MIC.US.md)
- [MUD.US](https://longbridge.com/en/quote/MUD.US.md)
- [MUZ.US](https://longbridge.com/en/quote/MUZ.US.md)
- [MUU.US](https://longbridge.com/en/quote/MUU.US.md)
- [MULL.US](https://longbridge.com/en/quote/MULL.US.md)
- [AAPE.US](https://longbridge.com/en/quote/AAPE.US.md)
- [MUYY.US](https://longbridge.com/en/quote/MUYY.US.md)
- [688825.CN](https://longbridge.com/en/quote/688825.CN.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)

## Related News & Research

- [Amazon hikes hardware prices by 60 percent, blaming memory shortage](https://longbridge.com/en/news/296823287.md)
- [Apple Unveils New Mac Mini With M6 And M5 Pro Chips](https://longbridge.com/en/news/296924171.md)
- [Micron Stock Faces Tight Supply as AI Demand Accelerates](https://longbridge.com/en/news/297191357.md)
- [Micron Technology, Inc. $MU Holdings Increased by Trivium Point Advisory LLC](https://longbridge.com/en/news/297292952.md)
- [Micron Sees 'No End' to AI Memory Supply Crunch: CEO Sanjay Mehrotra Says 'Nothing Ever Goes in a Straight Line'](https://longbridge.com/en/news/296743524.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**