John Moolenaar and George Whitesides urged Commerce Secretary Howard Lutnick to prevent US companies from purchasing semiconductors from Chinese military-linked businesses, specifically calling to add CXMT to the Entity List and impose further restrictions on YMTC. This move comes as Apple and other American companies seek Chinese memory chips due to a severe global DRAM supply crisis driven by AI infrastructure expansion.
US lawmakers are attempting to cap Chinese memory supply to US companies, forcing buyers to find alternative sources amid an existing AI-driven DRAM shortage.