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Story summary
- Apple Inc. is aggressively securing mobile DRAM to strengthen its market position amid supply shortages.
- The company buys large quantities at high prices to limit availability for competitors.
- Ming-Chi Kuo (analyst) suggested Apple could absorb memory costs while keeping device prices stable, citing the MacBook Neo at $599 as an example.
- Early signs show the approach is impacting the market, as MediaTek and Qualcomm reduce 4nm production and Samsung has raised storage prices.
