RAM-Krise: China-Speicher für Apple nicht billiger – Angst um iPhone-Versorgung

Chinese Chipmaker Rejects Apple’s Push for Lower DRAM Prices Amid Ongoing Memory Shortage

Apple failed to negotiate DRAM discounts from CXMT, which refused to undercut Samsung/SK Hynix, eliminating Apple's procurement leverage. AI server demand is starving consumer DRAM supply, eroding margins and forcing Apple to absorb costs or raise prices.