Apple’s efforts to source DRAM from China’s CXMT face steep regulatory and geopolitical barriers that explain the market’s 77% implied probability of no purchases in 2026. The company has lobbied the Trump administration since May for assurances against Entity List placement and has begun testing CXMT chips for China-market devices amid AI-driven memory price spikes, yet CXMT’s fabs operate near 95% utilization with capacity fully committed through 2027 to domestic customers. National security concerns, precedent from the blocked 2022 YMTC effort, and the absence of confirmed supply agreements or approvals keep trader consensus tilted toward no meaningful volume commitments by year-end.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於是
$21,752 交易量
$21,752 交易量
是
$21,752 交易量
$21,752 交易量
This market will resolve to "Yes" if Apple or an official representative of the company announces that it will use, purchase, or source memory chips from CXMT by December 31, 2026 ET. Otherwise, this market will resolve to "No".
A qualifying announcement made within this market’s timeframe will suffice for a "Yes" resolution regardless of whether or when CXMT subsequently supplies Apple.
This market will also resolve to "Yes" if it is otherwise confirmed that Apple purchased, agreed to purchase, entered into a supply agreement for, or began sourcing any products or components from CXMT by December 31, 2026, 11:59 PM ET.
The primary resolution source for this market will be official information from Apple and/or its official representative; however, a consensus of credible reporting will also be used.
市場開放時間: Jun 30, 2026, 1:20 PM ET
This market will resolve to "Yes" if Apple or an official representative of the company announces that it will use, purchase, or source memory chips from CXMT by December 31, 2026 ET. Otherwise, this market will resolve to "No".
A qualifying announcement made within this market’s timeframe will suffice for a "Yes" resolution regardless of whether or when CXMT subsequently supplies Apple.
This market will also resolve to "Yes" if it is otherwise confirmed that Apple purchased, agreed to purchase, entered into a supply agreement for, or began sourcing any products or components from CXMT by December 31, 2026, 11:59 PM ET.
The primary resolution source for this market will be official information from Apple and/or its official representative; however, a consensus of credible reporting will also be used.
Apple’s efforts to source DRAM from China’s CXMT face steep regulatory and geopolitical barriers that explain the market’s 77% implied probability of no purchases in 2026. The company has lobbied the Trump administration since May for assurances against Entity List placement and has begun testing CXMT chips for China-market devices amid AI-driven memory price spikes, yet CXMT’s fabs operate near 95% utilization with capacity fully committed through 2027 to domestic customers. National security concerns, precedent from the blocked 2022 YMTC effort, and the absence of confirmed supply agreements or approvals keep trader consensus tilted toward no meaningful volume commitments by year-end.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於



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