Apple Asked CXMT for Lower Prices—and Got Turned Down. Can the Memory Supercycle Still Run?
@Tiger_comments：
Apple wanted to add a new DRAM supplier to lower costs. Instead, the potential supplier reportedly refused to offer a cheaper price. On August 5, South Korea’s Digital Daily reported that Apple had recently held procurement talks with Chinese memory-chip maker CXMT over LPDDR5X mobile DRAM. Apple reportedly asked for a further price reduction, but CXMT refused. Its quotes were said to be close to those of Samsung and SK Hynix—and, for some products, even higher. (Digital Daily) Neither Apple nor CXMT has publicly confirmed the talks, and no specific pricing details have been disclosed. Still, the report is not an isolated signal. Reuters reported in July that CXMT had started raising prices for major customers including Huawei, with some DDR5 server-memory products quoted above comparable
