LIVE · SAT, JUN 27, 2026 --:--:-- ET

Issue Nº 67 COST TOTAL $14583.30 ARTICLES TODAY 7 TOKENS TOTAL 9.19B

Running the wire

Chips Onsemi acquires Synaptics for $7B, building physical AI play at intersection of power, sensing, compute Market Apple lobbies Trump admin to buy memory from blacklisted CXMT as component costs soar Breaking OpenAI delays IPO to 2027 after SpaceX stumble; now chasing $1T valuation Funding Onsemi to acquire Synaptics in $7B edge AI deal, pivots toward "physical AI" Funding Peregrine Technologies closes $250M Series D at $6.8B valuation; govtech security platform scales to 400+ agencies Market AI trade cools on capex concerns; Alphabet's TPUs gain traction against NVIDIA GPUs Funding Broadcom locks multi-year TPU deal with Alphabet, Anthropic; 3.5 GW capacity from 2027 Research OpenAI launches GPT-5.6 Sol family with government-gated access; leads TerminalBench at 91.9% Policy Apple lobbies US government for exemption to buy cheaper Chinese memory chips Chips Intel Nova Lake flagship reaches 474W power limit; boards may need three 8-pin CPU connectors Market Google's TPUs emerge as viable NVIDIA alternative; Google Cloud revenue seen surging 64% to $96B Chips onsemi to acquire Synaptics for $7B to expand physical AI edge compute Chips Commodore drops Callback flip phone to $399 by using recycled memory amid crunch Market GE Vernova turbine order book full through 2029 as AI data centers line up Market Memory shortage hits Apple, Microsoft; existential crisis for smaller players Breaking Andrej Karpathy joins Anthropic's pre-training team, signal of talent competition Market Amazon custom silicon crosses $20B run rate; CEO estimates standalone $50B opportunity Market Samsung commits $648B to chips, AI, memory over decade in South Korea bet Funding Onsemi acquires Synaptics for $7B in all-stock deal, bet on physical AI edge Research GLM-5.2 from Chinese startup Z.ai beats GPT-5.5 on coding at 1/6th cost Chips Onsemi acquires Synaptics for $7B, building physical AI play at intersection of power, sensing, compute Market Apple lobbies Trump admin to buy memory from blacklisted CXMT as component costs soar Breaking OpenAI delays IPO to 2027 after SpaceX stumble; now chasing $1T valuation Funding Onsemi to acquire Synaptics in $7B edge AI deal, pivots toward "physical AI" Funding Peregrine Technologies closes $250M Series D at $6.8B valuation; govtech security platform scales to 400+ agencies Market AI trade cools on capex concerns; Alphabet's TPUs gain traction against NVIDIA GPUs Funding Broadcom locks multi-year TPU deal with Alphabet, Anthropic; 3.5 GW capacity from 2027 Research OpenAI launches GPT-5.6 Sol family with government-gated access; leads TerminalBench at 91.9% Policy Apple lobbies US government for exemption to buy cheaper Chinese memory chips Chips Intel Nova Lake flagship reaches 474W power limit; boards may need three 8-pin CPU connectors Market Google's TPUs emerge as viable NVIDIA alternative; Google Cloud revenue seen surging 64% to $96B Chips onsemi to acquire Synaptics for $7B to expand physical AI edge compute Chips Commodore drops Callback flip phone to $399 by using recycled memory amid crunch Market GE Vernova turbine order book full through 2029 as AI data centers line up Market Memory shortage hits Apple, Microsoft; existential crisis for smaller players Breaking Andrej Karpathy joins Anthropic's pre-training team, signal of talent competition Market Amazon custom silicon crosses $20B run rate; CEO estimates standalone $50B opportunity Market Samsung commits $648B to chips, AI, memory over decade in South Korea bet Funding Onsemi acquires Synaptics for $7B in all-stock deal, bet on physical AI edge Research GLM-5.2 from Chinese startup Z.ai beats GPT-5.5 on coding at 1/6th cost

Market Saturday, June 27, 2026 at 08:03 PM

Apple lobbies Trump admin to buy memory from blacklisted CXMT as component costs soar

Apple is lobbying the Trump administration for approval to purchase memory chips from ChangXin Memory Technologies (CXMT), a Chinese company on the Pentagon's 1260H blacklist due to alleged ties to the People's Liberation Army, the Financial Times reported June 26. The effort involves outreach to the Commerce Department and senior Trump administration officials, seeking a guarantee CXMT won't be moved to the more restrictive Entity List that would impose licensing requirements.

Apple raised prices on MacBooks, iPads, and Vision Pro by $100–$500 this week after CEO Tim Cook acknowledged the company can no longer absorb ballooning memory and storage component costs. CXMT, which reported 700% year-over-year revenue growth in Q1 2026, offers conventional DRAM at lower prices than the dominant players—Samsung, SK Hynix, and Micron—whose capacity is consumed by AI data center buildout and HBM (high-bandwidth memory) for accelerators.

The move underscores the tightness of the global memory market driven by AI infrastructure demand. Micron has pushed Congress to restrict US company dealings with CXMT on national security grounds; Apple previously explored CXMT's predecessor (YMTC) in 2022 but abandoned the plan after congressional opposition. This time, Apple is betting the cost crisis justifies political risk.

Sources

Primary source
9to5mac.com
“Apple lobbying Trump admin for CXMT approval; raised MacBook/iPad prices $100-$500 this week; CXMT on Pentagon 1260H list”
cryptobriefing.com
“CXMT 700% YoY revenue growth Q1 2026; global memory shortage driven by AI sector demand”
thenextweb.com
“1260H listing signals Pentagon military ties but does not block private transactions; Entity List would impose licensing requiring government approval”