Samsung Electronics (005930 KS) and SK Hynix (000660 KS) have reportedly held talks with Apple (AAPL) to raise prices of LPDDR memory used in iPhones; Samsung's proposed hike is over 80%, whilst SK Hynix's is around 100%, reports ZDNET Korea
Newsquawk Staff ·
- An industry insider added that prices may increase further in H2.
What it means
The reported price hikes for LPDDR memory by Samsung and SK Hynix could significantly impact Apple’s cost structure, thus influencing its profit margins. Such substantial increases—over 80% and 100% respectively—might not only pressure Apple's pricing strategy but also set a precedent for further inflation in the semiconductor space, affecting broader market dynamics. Watch for how this may ripple through tech stocks, especially among those heavily reliant on these components.
Sources
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