Apple tests Chinese chips amid memory shortages, Ternus says
Apple’s new CEO, John Ternus, discussed the company’s foldable iPhone Duo launch and broader challenges, including a global memory chip shortage. Reports from July indicated Apple tested Chinese-made memory chips to secure supply, sparking bipartisan congressional concerns over national security. Ternus dismissed these fears, stating, “all options should be on the table” to address the crisis,…
Key points
- Apple tested Chinese memory chips amid global shortages, drawing bipartisan congressional scrutiny over national security risks
- John Ternus, Apple’s new CEO, says all options are on the table to address supply chain constraints
- Apple’s AI strategy focuses on integration with existing products like Siri, leveraging Google’s Gemini, not raw model competition
Ternus also highlighted Apple’s AI strategy, which focuses on integrating AI into existing products like Siri—now powered by Google’s Gemini—rather than competing on raw model capabilities. He emphasized Apple’s strengths in privacy, on-device processing, and ecosystem integration, arguing that Apple’s hardware and software advantages make it uniquely positioned to deliver AI tools tailored for everyday users. Meanwhile, Apple’s recent hardware releases, like the HomeView hub and rumored smart glasses for 2027, signal a push into AI-driven devices, though competition from OpenAI and other tech rivals looms.
John Ternus discusses the iPhone Duo, memory shortages, AI, and more; he says "all options should be on the table" after reports that Apple tested Chinese chips
time.com · 15 October 2026
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