Apple has been testing memory chips from China’s ChangXin Memory Technologies (CXMT) for use across product lines that include iPhones and MacBooks, according to a Wall Street Journal report citing people familiar with the matter. The move comes as the company grapples with a severe memory-chip shortage intensified by surging demand from the artificial-intelligence boom.

The iPhone maker has held early talks with CXMT about potential supply of components, with the aim of incorporating them into some devices sold in China. Apple is seeking approval from the Trump administration to proceed with any business involving the Chinese chipmaker. Any such deal would be politically sensitive. Some U.S. policymakers worry that collaboration could give CXMT access to American intellectual property.

CXMT ranks as China’s largest chipmaker by market value. The testing reflects broader industry pressure: AI data-center demand has redirected substantial DRAM production capacity toward high-bandwidth memory used in AI accelerators, tightening supplies and driving up prices for the conventional memory chips needed in smartphones, PCs, and other consumer electronics.

Other device makers have already begun limited use of CXMT chips. Laptop producers HP and Acer have started incorporating the Chinese company’s memory into some devices sold outside the United States to ease shortages, the Journal reported.

Apple and CXMT did not immediately respond to requests for comment on the report. The development builds on earlier indications that Apple has been exploring options with Chinese memory suppliers and lobbying U.S. officials for flexibility amid the supply constraints. CXMT has faced scrutiny in Washington, including designation on a Pentagon list of companies with alleged ties to the Chinese military, adding layers of regulatory and political complexity to any potential partnership.

MacDailyNews Take: The situation underscores the tension between immediate commercial needs (securing enough memory to maintain production volumes and manage costs) and longer-term national-security and technology-transfer concerns. It’s a tightrope walk for sure.

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The post Apple tests China’s CXMT memory chips for Macs, iPhones, and iPads appeared first on MacDailyNews.

In a striking reversal of traditional supply-chain dynamics, China’s ChangXin Memory Technologies (CXMT) has rebuffed Apple’s requests for lower prices on mobile DRAM, according to industry reports. The move underscores a severe shortage in general-purpose memory chips and hands greater negotiation leverage to South Korea’s Samsung Electronics and SK Hynix.

Apple had been exploring CXMT as a potential new supplier of LPDDR5X and other mobile DRAM for upcoming iPhones and smart devices, aiming to ease manufacturing cost pressures amid soaring memory prices. Sources indicate the iPhone maker sought further price reductions during negotiations. CXMT refused, instead holding firm at levels matching or even exceeding those charged by Samsung and SK Hynix.

The Chinese manufacturer’s bold stance stems from robust domestic demand. Companies such as Huawei and Xiaomi have locked in large volumes of CXMT’s DRAM through high-priced, long-term contracts. This push for supply-chain self-reliance has been intensified by ongoing U.S. semiconductor restrictions on China. With strong local orders secured, CXMT has little incentive to accommodate Apple’s stricter quality requirements or discount demands.

The episode highlights a broader market shift. Major memory producers have redirected significant wafer capacity toward high-bandwidth memory (HBM) to meet surging demand from AI servers and accelerators. This has sharply reduced output of conventional DRAM products like DDR5 and LPDDR5X, triggering a pronounced shortage—sometimes called “memflation” — and rapid price increases across the sector.Big tech firms that once used Chinese low-cost alternatives as leverage in annual pricing talks with primary suppliers now find that strategy ineffective. The low-cost “bypass” route has effectively closed, transferring pricing power from device makers to memory manufacturers.

For Samsung and SK Hynix, the developments create a favorable cycle. CXMT’s absorption of substantial Chinese commodity DRAM demand relieves the Korean firms of pressure to supply lower-margin general-purpose chips. They can instead prioritize higher-value AI memory products, including HBM4, LPCAMM2, and enterprise SSDs. Industry observers note that this positions the Korean companies with stronger control over global pricing in negotiations with major customers in the second half of the year.

One semiconductor industry source described the situation as unusual: CXMT is effectively supporting a floor under general DRAM prices while Samsung and SK Hynix consolidate leadership in premium AI memory. As a result, the Korean firms’ operating margins and market influence are expected to strengthen further.

Earlier this year, Apple had lobbied the U.S. government for clearer approval to source from CXMT, which appears on a Pentagon list of companies with alleged Chinese military ties. Memory cost pressures had already prompted Apple to raise prices on some Mac and iPad models. The latest reports suggest any potential deal with CXMT would not deliver the hoped-for cost savings.

MacDailyNews Take: The memory shortage is widely expected to persist well into 2027 and possibly beyond, as new fab capacity takes years to come online and AI-related demand continues to outpace supply growth. In this environment, the balance of power in the DRAM market has tilted decisively toward suppliers, particularly those focused on advanced, high-margin products.

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The post China’s CXMT rejects Apple’s price-cut demands for DRAM, boosting Samsung and SK Hynix’s pricing power amid global shortage appeared first on MacDailyNews.

Parece que a tentativa da Apple de colaborar com a fabricante chinesa de memória CXMT encontrou mais um empecilho no caminho: supostamente, a possível fornecedora demandou os mesmos valores (ou até maiores) pagos pela Maçã à Samsung Electronics e à SK Hynix. A informação veio do site sul-coreano Digital Daily.

O desgaste ocorreu após a Maçã tentar negociar os preços das memórias, tendo seu pedido de redução de preço rejeitado pela CXMT, que manteve preços semelhantes ou até mesmo superiores aos das demais fornecedoras da Apple.

Do lado da chinesa, há alguns motivos para essa postura: a barganha de uma empresa americana com uma série de exigências quanto aos processos de certificação de qualidade contrasta com o conforto do seu domínio do mercado doméstico, já que a fabricante possui contratos de longo prazo sob preços elevados com empresas como a HUAWEI e a Xiaomi.

Os desafios

Mesmo sob forte pressão da Micron e do Senado americano, a negociação com a CXMT (presente na lista de restrições comerciais do Pentágono como uma empresa militar da China, vale lembrar) foi uma alternativa encontrada por Tim Cook para mitigar os efeitos da crise de memória.

De acordo com um executivo da indústria de semicondutores consultado pelo veículo sul-coreano, a postura da CXMT ajudou a estabelecer um piso para os preços praticados com a DRAM ¹Dynamic random access memory, ou memória dinâmica de acesso aleatório. convencional, suficiente para que a Samsung e a SK Hynix cobrassem um valor consideravelmente mais alto. Esse conforto mercadológico quanto às fornecedoras ocidentais também diz respeito ao foco de produção para memórias de alto desempenho destinadas a data centers de inteligência artificial (IA), deixando a produção para eletrônicos de consumo em segundo plano — o que naturalmente provoca escassez.

Segundo o analista Tim Culpan, a Apple e seus fornecedores estão correndo contra o relógio para obter chips de memória a tempo do lançamento da próxima geração de iPhones, prevista para ser anunciada no mês que vem. Esse cenário fez com que a Maçã recorresse especialmente à Micron, à Samsung e à SK Hynix. A escassez poderá afetar a disponibilidade do “iPhone 18 Pro” e do “iPhone 18 Pro Max”, embora ainda exista alguma confiança de que a demanda inicial poderá ser suprida.

Resta a dúvida se a Apple seguirá em suas tratativas com a CXMT ou se dará o braço a torcer aos interlocutores estadunidenses dessa história. Em ambos os cenários, infelizmente, parece que a conta irá chegar mais alta ao consumidor final.

via Wccftech, MacRumors

Notas de rodapé

• 1
  Dynamic random access memory, ou memória dinâmica de acesso aleatório.

A crise no mercado de DRAMs ¹Dynamic random access memories, ou memórias dinâmicas de acesso aleatório. e HBMs ²High bandwidth memories, ou memórias de alta largura de banda., causada pelo boom das empresas de inteligência artificial (IA), pode ter alcançado seu ponto mais dramático até agora, com as produções de todas as três principais fabricantes desses tipos de componentes (Samsung Electronics, SK Hynix e Micron) já tendo sido reservadas para o ano de 2027 inteiro, segundo informações do DIGITIMES.

Além das memórias, outra categoria de componentes que tem sofrido bastante com a demanda causada por data centers de IA é a de chips NAND, muito utilizados em dispositivos de armazenamento flash (como SSDs ³Solid-state drives, ou unidades de estado sólido.). Embora a situação desses chips ainda não esteja tão apertada quanto a das memórias, fontes ouvidas pelo veículo dão conta de que a Samsung Electronics, a Micron e a SanDisk já venderam toda a sua produção para 2026 por preços altíssimos. A Kioxia e a SK Hynix, por sua vez, deverão firmar contratos parecidos com seus clientes até o fim deste mês.

Voltando para o caso das memórias, dados da Counterpoint Research dão conta de que a Samsung Electronics ficou responsável por 39% do mercado de DRAM (por receita) durante o segundo trimestre, seguida pela SK Hynix (com 26%) e pela Micron (25%). Apesar de todo o investimento nessas empresas, os rumores são de que os compradores de componentes estão recebendo apenas 60-70% dos volumes que solicitaram inicialmente, devido à capacidade de produção limitada.

Algumas dessas fornecedoras, é claro, são parceiras de longa data da Apple — que também tem sofrido com essa escassez de componentes, embora tenha conseguido absorver parte do impacto. Enquanto os iPhones têm passado ilesos por essa crise, produtos como os Macs e os iPads viraram alvo de aumentos expressivos de preços — algo que foi classificado por Tim Cook, o atual CEO ⁴Chief executive officer, ou diretor executivo. da empresa, como “enchente que ocorre uma vez a cada 100 anos”.

Ainda de acordo com o DIGITIMES, todos os compradores concordaram em realizar pagamentos adiantados por esses componentes, tenham eles estabelecido acordos de fornecimento multianuais anteriormente ou não. Ao que tudo indica, isso é uma resposta ao medo que muitas dessas empresas têm de que seus competidores tentem garantir o máximo de capacidade de produção possível — especialmente durante o período entre julho e agosto, que é quando a maior parte dos pedidos é feita.

Por ser uma das principais compradoras de memórias e chips NAND do mercado, é quase certo que a Apple também tenha desembolsado uma boa grana para garantir sua parcela de componentes para 2027, que é quando deveremos ver o “iPhone 20” chegar ao mercado. Não está claro, no entanto, por quanto mais tempo ela absorverá o impacto dos preços inflados — algumas pessoas, inclusive, acreditam que os próximos iPhones poderão ficar até US$300 mais caros por conta dessa crise.

Em uma clara manobra para tornar a sua lista de fornecedoras mais diversa, a Apple estaria testando memórias de marcas como a chinesa ChangXin Memory Technologies (CXMT), que passou a receber aportes de investidores recentemente. Isso, no entanto, não tem sido bem visto por políticos dos Estados Unidos (país natal da Maçã), que acusam a fornecedora de ter ligações com as forças armadas da China — país com o qual os americanos travam uma guerra comercial há alguns anos.

via AppleInsider, Seeking Alpha

Notas de rodapé

• 1
  Dynamic random access memories, ou memórias dinâmicas de acesso aleatório.
• 2
  High bandwidth memories, ou memórias de alta largura de banda.
• 3
  Solid-state drives, ou unidades de estado sólido.
• 4
  Chief executive officer, ou diretor executivo.

Scientists at the Weizmann Institute of Science have engineered Nicotiana benthamiana, a fast-growing relative of tobacco, to produce five different psychedelic compounds. 

The achievement, detailed in a study published in Science Advances, brings together biosynthetic pathways that nature distributes across three different kingdoms of life.

The five compounds (DMT, psilocybin, psilocin, bufotenin, and 5-MeO-DMT) are typically sourced from an Amazonian shrub, mushrooms, and the defensive skin glands of a desert toad. Extracting even one of these molecules from its natural source is a slow process. Producing all five in a single, easily cultivated plant had not been achieved before.

A Shared Chemical Ancestor

Despite coming from such different sources, all five of these molecules share a common origin: tryptophan, an amino acid found in every living thing. In humans, tryptophan is the building block for serotonin, which helps explain why these psychedelics interact with serotonin receptors in the brain. This shared chemistry gave the Weizmann team, led by Dr. Paula Berman and Prof. Asaph Aharoni, a logical starting point for their experiments.

The team began by focusing on DMT to address a previously unresolved question. Researchers knew the general biochemical pathway plants use to synthesize DMT, but they had not yet identified all the genes and enzymes responsible for each step. “At the heart of the study was the challenge of making DMT,” Aharoni says.

To identify the necessary genes, the team analyzed genetic material from the Amazonian chacruna shrub and an Australian acacia species. Introducing these genes into Nicotiana benthamiana allowed the plant to produce DMT within days.

Fixing a Bottleneck With One Amino Acid

The researchers applied the same gene transfer approach to the other four psychedelics, but the engineered plants initially produced only trace amounts of 5-MeO-DMT. Protein-design specialists Prof. Sarel Fleishman and Dr. Olga Khersonsky determined that the limitation was due to a poor molecular fit in one enzyme’s active site. Replacing a single amino acid resolved the issue.

“We mutated one amino acid in the sequence and got a 40-fold increase in the production of 5-MeO-DMT,” Berman says.

One Organism, Three Kingdoms

Once all five biosynthetic pathways were functioning separately, the researchers combined them within a single plant. The result was a tobacco relative capable of producing DMT from plants, psilocin and psilocybin from fungi, and bufotenin and 5-MeO-DMT from toads, all at the same time. “In effect, we created a kind of biological ‘cocktail’ — not by mixing substances externally, but by combining the underlying pathways inside one organism,” Aharoni says.

Combining all five pathways reduced the yield of each compound, as they competed for the same pool of tryptophan. The researchers also introduced bacterial enzymes to attach chlorine and bromine atoms to the psychedelic molecules, creating modified psychedelic molecules that do not naturally occur in the engineered plant. Some similar modified molecules have shown antidepressant-like effects in previous studies.

Why the Compounds Exist in the First Place

The bottleneck also highlighted a broader research question about the natural role of these compounds. These molecules likely function as defenses or as tools for interacting with microbes and insects in the organisms that produce them, rather than evolving to affect human consciousness.

“If we can move these pathways into a model plant that grows quickly and is easy to manipulate, we can start asking what these compounds actually do for the plant,” Berman explains.

A Sustainable Supply Line

There is a clear practical benefit to this approach. Plants used for ayahuasca are increasingly threatened by habitat loss and rising demand, and the Sonoran Desert toad is declining due to overcollection and habitat destruction. A fast-growing laboratory plant capable of producing these compounds within a week provides an alternative that does not rely on harvesting wild species.

The Weizmann researchers are now working on a plant that can produce the complete ayahuasca mixture, which includes both DMT and the compound required for it to be active when taken orally. They are also exploring whether these psychedelics could be produced in edible plants capable of delivering carefully regulated doses.

Whether this platform becomes a practical manufacturing system will depend on overcoming the metabolic bottleneck that currently limits production when multiple pathways operate simultaneously.

Austin Burgess is a writer and researcher with a background in sales, marketing, and data analytics. He holds an MBA, a Bachelor of Science in Business Administration, and a data analytics certification. His work focuses on breaking scientific developments, with an emphasis on emerging biology, cognitive neuroscience, and archaeological discoveries.

Il BEMT, nuovo ingrediente nelle creme solari, offre protezione avanzata contro i raggi UV. Scopri i suoi vantaggi e la sicurezza provata.

In the literature related to the powerful entheogen dimethyltriptamine (DMT), it is often reported that individuals claim to have had encounters with what they perceived as non-human entities during their DMT experiences. Descriptions related to these powerful visionary experiences range from what some describe as insect-like forms and machine-like intelligences, to what some describe as conscious entities associated with intricate geometries.

For years, many researchers have regarded these reports purely as hallucinations generated by the human brain while under the influence of the psychedelic compound. However, past studies have never directly tested whether these reported entities could represent something other than internally generated hallucinations.

Now, a recent preprint paper outlines a path toward testing this assumption experimentally.

A collaborative team from the Trace Institute and the nonprofit Noonautics has released a preprint titled Traces of the Other –Are DMT Entities Real? DMT Phenomenology in the Framework of Conscious Realism. The study presents a mathematical framework for understanding the human psychedelic experience and outlines experiments designed to test its primary hypothesis.

The research was led by Professor Emeritus Donald Hoffman, founder of the Trace Institute, and Dr. Andrew Gallimore, a neurobiologist and pharmacologist at the Okinawa Institute of Science and Technology and head of Noonautics. The preprint is currently awaiting peer review.

A Problem With a Default Answer

According to some figures, as many as 45% of the individuals who take a sufficient dose of DMT report experiences involving non-human beings. People describe these entities as intelligent and autonomous, and report similar experiences across different cultures and backgrounds.

Typical hallucinations tend to draw on material from memory, such as familiar faces, animals, or places. By contrast, encounters with other humans appear in less than 5% of DMT encounters.

The authors of the new preprint study argue that these reports are difficult to reconcile with conventional accounts of pure hallucination and that the consistency of reports regardless of culture, location, belief systems, and other factors warrants deeper investigation. 

A Framework Built on Conscious Realism

The project draws on Hoffman’s theory of conscious realism, which proposes that interacting conscious agents fundamentally constitute reality. In this framework, the physical world as humans perceive it functions more like a user interface than a direct view of objective reality. According to this theory, conscious agents of varying levels of complexity may exist beyond what humans normally perceive and go unnoticed in everyday life.

The researchers propose that DMT changes the perceptual interface, allowing consciousness to access regions where normal perceptual constraints are absent. In these regions, it may be possible to detect traces of other conscious agents. Hoffman says the project “will provide a new framework for exploring the effects of psychoactive substances such as DMT on the structure and function of spacetime.”

The Protocol That Makes Testing Possible

Testing these ideas has become possible due to past work involving technical development by Gallimore and researcher Rick Strassman. Typically, a DMT experience lasts only three to five minutes, which is not long enough for structured experiments. The extended-state DMT protocol, called DMTx, uses a controlled intravenous infusion to maintain a stable experience for up to an hour, allowing researchers to adjust the dosage as required.

That controllable window makes experimentation possible. “With a theoretical foundation for the highly unusual state of consciousness induced by DMT, we can test these theories experimentally,” Gallimore says.

Experiments Built to Fail

The proposed experiments are designed so that if the external-agent hypothesis is incorrect, the results will be negative. In one protocol, a computer in a sealed room randomly displays either blue or yellow, and a subject under DMTx attempts to learn the hidden color by interacting with an entity. Another experiment involves two isolated subjects under DMTx who try to transmit a random word to each other through a shared entity, a process that would be difficult to explain solely in terms of internal brain mechanisms.

The researchers acknowledge several limitations. Cooperation from entities cannot be guaranteed, results depend on subjective reports, and expectation bias is difficult to rule out. The preprint continues to treat the hallucination model as the default explanation for these entities. What distinguishes this work is that the hypothesis is now formulated in a way that allows for experimental testing.

“This collaboration is a first step to a mathematics of altered states of consciousness and, ultimately, for engineering our perceptual interface to expand our view of reality,” Gallimore says.

Hoffman and Gallimore will discuss the research publicly on Saturday, June 13, 2026, at the Lighthouse Campus at the historic Venice Beach Post Office in Los Angeles, with video to follow on YouTube.

Austin Burgess is a writer and researcher with a background in sales, marketing, and data analytics. He holds an MBA, a Bachelor of Science in Business Administration, and a data analytics certification. His work focuses on breaking scientific developments, with an emphasis on emerging biology, cognitive neuroscience, and archaeological discoveries.

A atualização anual da chamada "lista 1260H" alarga o escrutínio dos EUA a gigantes tecnológicos e industriais chineses não estatais que, em princípio, não teriam qualquer ligação ao setor da defesa. A medida surge menos de um mês após a cimeira de Trump em Pequim. A China prometeu retaliar.

The post Pentágono acrescenta Alibaba, Baidu e BYD à lista de empresas chinesas com ligações ao exército da China appeared first on Tek Notícias.

An analysis of the discrepancies between the Greek Septuagint (LXX) and the Masoretic Text (MT) concerning prophecies in Daniel 9:24-27, particularly about the Messiah, indicate corruptions were deliberately made to prophecies in the MT to minimize their fulfilment in Jesus Christ. This affects interpretations of Christ's role in destroying Temple worship in 70 AD.