Developing· Apple· Published Jul 2, 2026

Mark Gurman reported that Apple is negotiating with blacklisted Chinese chipmakers for memory supply

Mark Gurman noted that Apple is currently in talks with two Chinese semiconductor firms restricted by the Pentagon to secure chips amid a worldwide shortage.

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Credible lead
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Signal Summary

Bloomberg's Mark Gurman reported that Apple is seeking memory chip supplies from sanctioned Chinese manufacturers to stabilize its product pricing during a global supply deficit.

Why It Matters

This move highlights the extreme measures Apple may take to resolve supply chain constraints that are driving up costs for consumers.

DNA Read

The information comes directly from a reputable Bloomberg reporter specializing in Apple supply chain news.

Evidence

Start with the primary evidence, then review supporting sources and context.

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Primary Evidence

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