> and they've tried to source their RAM from Chinese CXMT who declined because all capacity was already locked in contracts. The US Government also wouldn't l

> and they've tried to source their RAM from Chinese CXMT who declined because all capacity was already locked in contracts. The US Government also wouldn't let Apple use Chinese RAM anyways, even for product that was just going to be used in China. China does have capacity issues though, and focusing on local brands first is probably the right call. Hopefully they can ramp even if they can't get the fancy lithography machines from the Netherlands.