As chip supplies continue to struggle with demand, the Cupertino giant has reportedly been in talks with Yangtze for months.
Apple is reportingly considering adding to its fleet of memory chip producers after contamination at key NAND production facilities earlier this year.The tech giant is now testing sample NAND flash memory from Chinese semiconductor Yangtze Memory Technologies, a Wuhan-based company founded in 2016. Apple already works with Samsung and SK Hynix Inc.
This isn’t the first time we’ve heard about Apple potentially turning to China for NAND memory for the first time. In 2018,that Apple would start purchasing from Yangtze. It’s unclear what happened during those initial talks but it seems the option is now back on the table. “Yangtze memory will supply about 5% of memory for iPhone SE, and 3% to 5% of memory for the upcoming iPhone 14. Apple is using its product because it offers competitive pricing,” Jeff Pu, an analyst with Haitong International Securities, predicted, according to Bloomberg.
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