- Apple petitioned the Trump administration to buy Mac RAM chips from blacklisted Chinese supplier CXMT.
- Micron opposed Apple's request, warning it would destabilize the U.S. tech industry.
- Micron argued that allowing sales from blacklisted Chinese companies could harm U.S. manufacturing, similar to China's impact on steel.
- CXMT is on the Chinese Military Company Blacklist due to alleged PLA links, posing national security risks.
- Apple risks losing Defense Department sales if it uses CXMT components, and future Entity List sanctions could disrupt supply.
- Micron proposed building more domestic plants faster to alleviate memory pressure, with a $250 billion investment plan.
- Apple accused Micron of price gouging with 80% gross profit margins and insufficient reinvestment in capacity.
- Micron blamed Apple and others for squeezing suppliers during downturns, contributing to current shortages.
- President Trump faces a choice between Apple's short-term fix and Micron's long-term U.S. manufacturing investment.