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Washington Pushes Back on Apple Buying Chinese Memory: Section 5949 and the Supplier Fallout
In August 2026, Commerce Secretary Lutnick said the administration opposes Apple sourcing Chinese memory. Here are the Senate and House letters, where CXMT and YMTC actually sit in US regulation, and what Section 5949 and the pending FAR rule mean for component suppliers in Japan and elsewhere.
2026-08-15Ryuta Hamamoto