Changxin Rejects Apple DRAM Price Cuts, Shifting Pricing Power to Samsung and SK Hynix

Changxin Memory Technologies refused Apple's request for lower mobile DRAM prices, citing locked domestic capacity. This stance supports global pricing floors, aiding Korean rivals.

Woofun AI reports that Changxin Memory Technologies (CXMT) declined Apple’s proposal to reduce supply prices for mobile DRAM, including LPDDR5X, for upcoming devices. CXMT maintains pricing levels comparable to or exceeding those of Samsung Electronics and SK Hynix, countering Apple’s typical bargaining leverage.

Domestic contracts with Huawei and Xiaomi secure significant CXMT capacity at high rates, establishing a price floor.

Concurrently, Samsung and SK Hynix are reducing general DRAM output to prioritize HBM expansion. This dynamic eases pricing pressure on Korean firms, enabling focus on high-value products like HBM4, LPCAMM2, and eSSD, while industry insiders anticipate strengthened profit margins and pricing power for the Korean semiconductor sector in the second half of the year.