According to Korea's Digital Daily source: it is understood that Apple, which had recently been considering China's Changxin Memory Technology (CXMT) as a new supply chain to reduce costs, is facing difficulties in negotiations regarding further price reductions.
Paradoxically, as the workaround for low-cost Chinese components is blocked, Samsung Electronics and SK Hynix have relieved the burden of shipping general-purpose DRAM. This appears to be creating market dynamics where they are concentrating production lines on high-value AI memory, such as High Bandwidth Memory (HBM), thereby gaining complete control over global memory pricing power.
Check out our prior posts on this matter:
Apple interest thrusts China’s CXMT into memory chip spotlight
CXMT has been thrust into the global spotlight by the race for memory chips. Apple has begun testing the company’s DRam chips for devices sold in China, according to two people familiar with the matter
Jiayi ZHANG
Apple Raises Price While Micron Calls out Apple for Memory Shortage
Apple is raising prices of multiple key products as a pass-through of skyrocketed memorgy costs; While Microns seems to hold a different view. Apple vs Micron - Who Stands for the Truth? AppleResult33.33%MicronResult66.67%3 PollsEnded Apple raises prices of MacBooks, iPads as memory costs skyrocket SAN FRANCISCO,
Reuters
Market Rumor - Apple seeks to buy memory chips from blacklisted Chinese company
iPhone maker wants Trump administration to sign off on purchases to ease pressure from rising semiconductor prices.
Reuters
Source:
- Digital Daily; https://www.ddaily.co.kr/page/view/2026080513445474844
