Chips
Apple Shifts Majority of iPhone RAM Orders to Samsung
* Apple will source about 60%–70% of iPhone 17 LPDDR from Samsung, per industry reports. * LPDDR5X module prices jumped from roughly $30 to about $70 in 2025, tightening margins. * SK Hynix and Micron are redirecting capacity toward HBM for AI/data-center demand, reducing LPDDR supply. * Apple’s A19/A19 Pro