The mobile DRAM market is showing no sign of retrenchment as the wider industry stares at a ~100 percent quarter-over-quarter (QoQ) price increase in Q2 2026, building upon the 58 percent - 63 percent QoQ price growth for LPDDR5X in Q1. The mobile DRAM market shows no sign of cooling off, as Long-Term Agreements (LTAs) entrench price hikes SemiAnalysis reported just a few days back that LPDDR5 contract prices were recently hovering at around $10/GB after undergoing a 3x increase since Q1 2025. What's more, the firm expected this trend of price hikes to continue well into 2027. While DRAM […]

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When market distortions become so extreme that the underlying economics stop making sense, retreat is the only recourse. And, this is exactly what Morgan Stanley is now betting on in relation to Apple's ongoing bid for uncontested market share supremacy via a combination of price freezes and strategic hoarding of memory resources. Morgan Stanley believes Apple will not be able to sell the upcoming iPhone 18 variants at the same prices as those of their equivalent iPhone 17 counterparts Apple's emergent strategy to freeze the prices of its products amid the ongoing memory-driven turmoil first became evident when it refused […]

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In an era of unprecedented memory-led chaos in the global smartphone sphere, Apple lobbed nothing short of a bombshell during its earnings call this week, declaring that TSMC's advanced node capacity - not memory - was the main bottleneck for its products. Think about this. As per conservative estimates, Apple's iPhones are all set to consume 2.4 exabytes of memory this year! And yet, the Cupertino tech giant declares it is not memory-constrained, while seemingly capping the prices of its products. This declaration is nothing short of a gauntlet for Chinese OEMs: Apple is coming after your market share! Apple's […]

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Just a day after warning about Mac Studio and Mac mini supply remaining constrained for a number of months ahead, Apple has apparently discontinued the base Mac mini globally, as advanced node capacity and memory price inflation emerge as potent bottlenecks. Apple discontinues the base Mac mini as TSMC's advanced node capacity and the ongoing memory inflation begin to bite The base variant of the Apple Mac mini, which sported the M4 chip, 16GB RAM, 256GB of storage, and a retail price of $599, has now been pulled from the configurator in the US and other key global markets. Do […]

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