At its Q3 FY2026 earnings call on July 30, Apple CEO Cook responded to market reports that the company is testing chips from Chinese memory maker ChangXin Technology, saying Apple is evaluating all options. He noted DRAM supply is dominated by three suppliers and that additional suppliers would be positive for supply stability and could exert downward pressure on pricing.

2026-07-31

At its Q3 FY2026 earnings call on July 30, Apple CEO Cook responded to market reports that the company is testing chips from Chinese memory maker ChangXin Technology, saying Apple is evaluating all options. He noted DRAM supply is dominated by three suppliers and that additional suppliers would be positive for supply stability and could exert downward pressure on pricing.