Apple Inc. & Tencent
9 shared events · Importance 5 · Last updated Jul 20, 2026
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International
Apple Inc.: Apple is testing CXMT chips and lobbying for approval to secure memory supply and manage costs amid a DRAM shortage.
Tencent: Tencent reportedly won a $3 billion memory deal with CXMT, indicating CXMT's growing commercial traction.
Jun 17, 2026 · 68 articles
Business
Apple Inc.: Apple is part of the Mag 7 but its performance is mixed; it expanded its partnership with Broadcom for custom chips through 2031.
Tencent: Tencent sold $1.5 billion of stock in Kuaishou, paring mature internet bets during a pivot to AI.
Jul 07, 2026 · 13 articles
Regulatory
Apple Inc.: Apple's iPhones have been banned in some sensitive state entities, reflecting China's broader push to reduce foreign tech dependence, though the impact is limited to specific segments.
Tencent: Tencent also uses Microsoft's AI and cloud services, and while not directly affected by the Windows directive, it operates in an environment of increasing tech localization.
Aug 18, 2026 · 6 articles
Business
Apple Inc.: Apple Inc. is seeking US approval to buy from Yangtze Memory Technologies due to rising memory prices, highlighting the increasing demand for Yangtze Memory Technologies's products.
Tencent: Tencent has secured a long-term supply of DRAM chips from Yangtze Memory Technologies, which is crucial for its cloud computing, databases, and AI workloads amidst a global chip shortage. This deal helps Tencent hedge against scarcity and political risks.
Apr 20, 2026 · 7 articles
International
Apple Inc.: Faces legal dispute with OpenAI over alleged trade secret misappropriation; former engineers reportedly involved in OpenAI's device project.
Tencent: Reportedly restricted access to ZTE — Nubia Technology's AI assistant on its platforms, reflecting tensions around AI agent smartphones.
Jul 08, 2026 · 315 articles
Tech
Apple Inc.: Apple is mentioned as Ruslan Salakhutdinov's former employer, not directly impacted.
Tencent: Tencent is a major investor in Moonshot, supporting its growth.
Jul 17, 2026 · 73 articles
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