US openly objects to Apple's China memory chip plan

The supply shortage in the global memory chip market caused by artificial intelligence investments is pushing tech giants toward alternative suppliers. In this context, Apple's talks with Chinese manufacturers have drawn a reaction from the US administration. US Commerce Secretary Howard Lutnick has clearly stated that the Trump administration opposes Apple's use of memory chips of Chinese origin. Lutnick's statement is seen as one of the clearest warnings from Washington regarding Apple's efforts to diversify its supply chain. While the increasing memory demand from AI applications deepens the supply crunch in the industry, Apple's engagement with Chinese chip makers conflicts with US trade policies in the technology sector. This stance by the US administration could prompt Apple to reconsider its supply strategy. The company may be expected to turn to alternative sources outside China or expand capacity with its existing suppliers. However, this process could increase costs due to the supply shortage in the global memory chip market. This development is viewed as a reflection of the technology competition between the US and China. Apple will need to balance its position in the Chinese market with political pressures in the US. The company is expected to make its supply chain decisions in light of these geopolitical tensions in the coming period. This is not investment advice.