With an ecosystem of over 1.5 billion devices worldwide, Apple has historically enjoyed a heretofore unprecedented leverage with its supply chain partners. Yet, as the ongoing DRAM squeeze shows no sign of abating, Apple's leverage has largely become impotent, setting the stage for an atypical outcome where LPDDR5X modules are now dictating Cupertino-based tech giant's product roadmap and pricing. Apple's per-unit costs for 12GB LPDDR5X modules are expected to have surged by $68.8 between the Q1 and Q2 of 2026 Apple used to secure memory chips via 1-year or even longer contracts, winning hefty discounts relative to the prevailing market […]

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