Comment by walterbell

https://www.linkedin.com/pulse/memory-supply-chain-ai-disrup...

  Apple has accepted a 100% price increase for Samsung's LPDDR5X memory, with DRAM supply commitments secured only through the first half of 2026. Tim Cook acknowledged during the Q1 FY2026 earnings call that storage price increases would significantly impact Q2 gross margins.. Apple is evaluating ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) as new supply sources, attempting to rebuild pricing leverage through supply chain diversification.