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[QUOTE="Queen, post: 85436, member: 27"]
Apple’s memory deals look flimsy, suppliers smell blood, and future iPhones and Macs feel lined up for stealthy price pain.

LTA coverage looks thinner than expected
[LIST]
[*]Apple relies on DRAM agreements with Samsung and SK hynix.
[*]Rumors said contracts ended in January this year.
[*]New chatter says coverage stops at mid 2026.
[*]Second-half exposure feels basically unavoidable.
[/LIST]
Memory pricing is going feral
[LIST]
[*]Mobile DRAM costs are projected to jump roughly 70 percent.
[*]NAND flash pricing is pegged near double.
[*]Apple pays about 70 dollars for 12GB LPDDR5X.
[*]That rate reflects a massive leap from early 2025.
[/LIST]
Some products dodge the blast radius
[LIST]
[*]High shipment volumes soften pressure on baseline iPhones.
[*]iPhone 17e looks sheltered under current terms.
[*]M5 Pro and M5 Max MacBook Pros seem insulated.
[*]Protection ends before the iPhone 18 cycle.
[/LIST]
Premium models eat the damage
[LIST]
[*]Higher storage iPhone 18 versions look most exposed.
[*]OLED M6 MacBook Pro stacks multiple cost drivers.
[*]DRAM and NAND hikes amplify redesign expenses.
[*]Shoppers should expect nastier upgrade math.
[/LIST]
Suppliers quietly win this round
[LIST]
[*]Samsung and SK hynix gain leverage from shortages.
[*]Apple negotiators logged heavy overseas hotel time.
[*]Deals landed, just not on the ideal scope.
[*]Hardware buyers face thinner wallets.
[/LIST]
[/QUOTE]

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