Mmastodon TechnologySemiconductors first seen 1 d ago, last 2 h ago, peak #1

China's CXMT reportedly rejects Apple's DRAM price cut request

Original: Report out of China: CXMT (ChangXin Memory Technologies), the country's leading DRAM maker, has reportedly declined Appl

ChangXin Memory Technologies (CXMT), China's leading DRAM maker, has reportedly turned down Apple's request for lower memory prices. The report comes as AI datacenter buildouts have tightened global memory supply, pushing DRAM prices upward and shifting bargaining power from buyers like Apple toward chip suppliers. The story is drawing attention as a sign of how the AI-driven memory crunch is reshaping chip negotiations worldwide.

Why now: AI-driven memory shortages are driving DRAM prices up, giving suppliers new leverage over major buyers like Apple.

CXMTAppleChangXin Memory TechnologiesChina

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• Report out of China: CXMT (ChangXin Memory Technologies), the country's leading DRAM maker, has reportedly declined Apple's request for price cuts. Context: AI datacenter buildouts have tightened memory supply, DRAM prices are climbing, and bargaining power is shifting toward… · telleroutlook · 2

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