Apple CXMT Sourcing Probability Rises 8% to 33% on Polymarket

Polymarket odds for Apple sourcing CXMT chips hit 33%, up 8%. WSJ reports iPhone/MacBook testing and preliminary talks, though CXMT quotes remain high and US controls restrict customization.

Woofun AI data shows that the probability of Apple purchasing memory chips from CXMT in 2026 rose by 8% to 33% on Polymarket over the past day. The Wall Street Journal reported on the 9th that Apple has been testing CXMT memory chips in iPhones and MacBooks, holding preliminary supply discussions. These components may initially appear in devices sold within the Chinese market. Neither party has disclosed procurement contracts, order volumes, or delivery timelines. Apple requested lower prices for mobile DRAM products like LPDDR5X, but CXMT quotes remain close to or higher than current suppliers. Current U.S. export controls permit the purchase of standardized chips but prohibit sharing product specifications or engaging in customization collaborations. HP, Asus, and Acer have already integrated CXMT chips into laptops for markets outside the United States.