AppleがCXMT製メモリの使用許可を米政権に求め、マイクロンが反対

"Last month, just before Apple hiked prices for several of its products due to the ongoing memory shortage, Tim Cook gave an interview to The Wall Street Journal, where he suggested that the US should reconsider its decision to restrict access to certain Chinese suppliers."／"In the days that followed, the Journal reported that Apple had already been seeking clearance from the administration to purchase chips from China's ChangXin Memory Technologies (CXMT). At the same time, the Financial Times said Apple was in negotiations to purchase chips from Yangtze Memory Technologies (YMTC). The FT would go on to claim Apple was already testing DRAM chips from CXMT."／"In recent weeks, Apple Chief Executive Tim Cook and top executives have pitched Trump and officials including Commerce Secretary Howard Lutnick and Treasury Secretary Scott Bessent on a plan to use memory chips from China's ChangXin Memory Technologies and Yangtze Memory Technologies in Apple products sold outside the U.S., people familiar with the discussions said."／"as Apple has continued to push the Trump administration to approve the use of Chinese memory chips in products sold outside the US, rather than just in the Chinese market, it has faced opposition from Micron, which is lobbying officials to block the plan." — 9to5Mac（2026年7月24日）より

"For context, CXMT and YMTC have been designated as Chinese military companies by the Pentagon, and YMTC is also on the Commerce Department's Entity List."／"This does not necessarily prohibit Apple from using their chips in products sold outside the US, but it has made any potential deal politically sensitive and prompted pushback against the company in the past." — 9to5Mac（2026年7月24日）より

"Those arguments have been countered by Micron, the only sizable U.S. maker of memory chips. Micron executives including CEO Sanjay Mehrotra have warned Lutnick and other administration officials that allowing CXMT and other Chinese companies to sell to U.S. tech companies, regardless of the region of sale, could destroy the domestic industry the same way China played a role in decimating U.S. steel and manufacturing plants, the people said."／"the general argument against Apple's plan is that sourcing memory from heavily state-subsidized Chinese suppliers, even if only for the Chinese market, could ultimately undercut US producers and weaken competition."／"Additionally, the Journal reports that Micro says that it can help ease the shortage by accelerating construction of domestic plants and increasing US investment." — 9to5Mac（2026年7月24日）より（原文の "Micro" は Micron の誤記と見られる）

"BOISE, Idaho, June 24, 2026 – Micron Technology, Inc. (Nasdaq: MU) today announced results for its third quarter of fiscal 2026, which ended May 28, 2026."／"“Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology."／"Revenue of $41.46 billion versus $23.86 billion for the prior quarter and $9.30 billion for the same period last year" — Micron 公式決算リリース（2026年6月24日）「Fiscal Q3 2026 highlights」より（部門別の数値は同リリースの「Quarterly Business Unit Financial Results」表）

"a Micron executive suggested that Apple's aggressive purchasing tactics had helped fuel the memory shortage, telling the Journal that “a couple of [its] customers” had been “very aggressive with pricing” during the 2023 market downturn. He went on to argue that those rock-bottom prices discouraged investment in additional production capacity, helping lay the groundwork for today's supply crunch." — 9to5Mac（2026年7月24日）より

"the lobbying fight will likely force Trump to choose between two of his top economic priorities: cutting prices for U.S. consumers and increasing domestic semiconductor production to reduce dependence on other countries."／"Apple, for its part, has spent the better part of the past two years touting investments such as its $600 billion American Manufacturing Program"／"This spending has widely been seen as an effort to build goodwill with the administration" — 9to5Mac（2026年7月24日）より（Apple の公式発表では6,000億ドルは米国への投資の総額で、American Manufacturing Program はその発表に含まれる施策）

"Last month, just before Apple hiked prices for several of its products due to the ongoing memory shortage, Tim Cook gave an interview to The Wall Street Journal, where he suggested that the US should reconsider its decision to restrict access to certain Chinese suppliers."／"Micron executives including CEO Sanjay Mehrotra have warned Lutnick and other administration officials that allowing CXMT and other Chinese companies to sell to U.S. tech companies, regardless of the region of sale, could destroy the domestic industry the same way China played a role in decimating U.S. steel and manufacturing plants, the people said." — 9to5Mac（2026年7月24日）より

"In a statement to the Journal, a White House spokesperson offered little direct indication of how the administration plans to square Apple's and Micron's competing priorities, saying only that it would pursue “investments and economic relief for the American people while safeguarding our national security.”" — 9to5Mac（2026年7月24日）より

"The Wall Street Journal reports that US Commerce Secretary Howard Lutnick has urged Apple not to turn to Chinese memory chips." — 9to5Mac（2026年8月14日）より