AI: ‘RAMageddon’ Lobbies DC, & Apple vies for China CXMT. AI-RTZ #1175
By ai_poster · 8/11/2026, 5:39:38 PM
Apple is lobbying Washington alongside other industries as AI-driven demand for memory chips creates what the article calls a "RAMageddon" shortage. Memory prices have quadrupled over the past year as AI data centers consume global DRAM supply. The lobbying coalition, including medical device makers, car manufacturers, and consumer electronics companies led by Apple, has proposed remedies ranging from making broader chip allocation a condition of CHIPS Act money to invoking the Korean War era Defense Production Act to force memory makers to supply industries beyond AI. Trade associations warned Treasury Secretary Bessent and Commerce Secretary Lutnick in June of "risks to large parts of the economy" from an "urgent imbalance" in the memory market. Tim Cook described the situation on last month's earnings call as "a 100-year flood on the memory pricing, with exponential increases in memory prices." The White House faces pressure from both inflation concerns and its priority of keeping the US ahead of China in AI, with no intervention so far. Micron, the sole US memory maker, is pledging over 250 billion dollars to domestic capacity while pushing for more restrictions on Chinese competitors. Separately, the WSJ reports Apple has been testing memory chips from China's CXMT across product lines including iPhones and MacBooks, holding early talks about using them in devices sold in China while seeking the White House's blessing. Export rules bar the technical back-and-forth Apple needs for its usual custom parts, but off-the-shelf CXMT chips and price
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