Apple Hoards Mobile DRAM at High Prices, Affecting MediaTek and Samsung

Wallstreetcn
2026.04.03 06:09
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Apple is hoarding mobile DRAM at high prices, preventing competitors from accessing chips. This has impacted MediaTek and Qualcomm's 4nm chip production, reducing mobile chip supply by 15 to 20 million units, particularly affecting the mid-to-low-end smartphone market. Meanwhile, Samsung has raised prices for several tablets and phones in South Korea, reflecting chip cost pressures