Strong trader consensus favoring "No" at 85.5% reflects Apple's limited progress toward a 2026 DRAM purchase from China's CXMT amid regulatory, political, and capacity barriers. The company has tested CXMT LPDDR5X chips for China-market iPhones and MacBooks and lobbied the Trump administration for clearance, given CXMT's Pentagon 1260H blacklist status over alleged military ties and restrictions on custom designs. Bipartisan Senate opposition and risks of Entity List escalation further constrain options, while CXMT's fabs run near 95% utilization with output largely committed through 2027 to domestic clients. Apple's estimated China DRAM needs exceed available capacity, and other PC makers' limited adoption has not shifted the broader supply-chain dynamics. Key catalysts include any White House decision or official supplier qualification before year-end.