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CXMT's Rising Leverage in Global Chip Supply Chain

Chinese memory maker CXMT gains bargaining power over Apple and other tech giants as China's chip self-sufficiency drive accelerates, prompting Samsung and SK hynix to consider Chinese equipment to protect their China operations from US export controls.

1. CXMT Gains Leverage Over Apple as China's Chip Self-Sufficiency Push Accelerates

   Chinese memory maker CXMT has refused Apple's request for a price cut, backed by strong domestic demand from Huawei and Xiaomi, while Samsung and SK hynix explore Chinese equipment to shield their China fabs from US export controls.