Memory chip makers get revenge on Apple as AI demand flips bargaining power
mudil · hn · 2026-10-29
WSJ reports that memory chip suppliers long squeezed by Apple are turning the tables:
- AI-driven demand for memory (HBM/DRAM) has surged, giving chipmakers pricing power and reducing their dependence on Apple orders.
- The piece analyzes the impact on Apple's iPhone memory procurement costs and supply-chain dynamics, as chip vendors gain the upper hand for the first time.
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