From article:

    Commerce Secretary Howard Lutnick urges iPhone maker to find other
    solutions to AI-driven chip supply crunch

Reality translation:

    Commerce Secretary urges iPhone maker to keep US RAM supplies depleted
    so that US RAM prices will remain at historical/ever-increasing highs.

For those who receive WSJ's passive-aggressive response to privacy measures - WSJ's "Access is temporarily restricted" page [where temporarily = after heat death of universe]

https://archive.ph/lXFW1

Just as a fun thought exercise: let’s say you’re a Chinese state actor, you got Apple to buy your RAM. How could you possibly exploit this? I’m drawing a blank.