CXMT Rejects Apple Price Cuts, Quotes Memory at Samsung-Level Rates
Updated
Updated · Barchart · Aug 9
CXMT Rejects Apple Price Cuts, Quotes Memory at Samsung-Level Rates
3 articles · Updated · Barchart · Aug 9
Summary
CXMT rebuffed Apple’s request for lower memory prices and instead offered terms similar to—or above—quotes from Samsung and SK Hynix.
High AI-driven memory demand has shifted bargaining power to suppliers, while Huawei, Xiaomi and other Chinese buyers have already locked up much of CXMT’s capacity under long-term, high-price contracts.
That leaves Apple without the cheaper China sourcing option it once used to pressure suppliers, undercutting its push for U.S. approval to import lower-cost Chinese memory.
The shift strengthens pricing power for Samsung, SK Hynix and Micron, while keeping pressure on Apple’s margins after it already cited rising memory costs in recent product price increases.