Industry insiders report that Samsung Electronics and SK Hynix have entered into negotiations with Apple, with the intention of significantly raising the prices of the LPDDR memory utilized in iPhone devices. Lately, both global tech behemoths and emerging startups have been intensifying their investments in AI infrastructure. This trend has fueled a dramatic spike in DRAM demand, consequently leading to substantial price increases for memory products like LPDDR5.

Concurrently, DRAM manufacturers are redirecting their production capabilities towards AI-specific HBM (High Bandwidth Memory), a move that has further tightened the supply of consumer-grade DRAM.

Against this backdrop, Samsung Electronics and SK Hynix have opted to engage in discussions with Apple, aiming to elevate the supply prices of LPDDR memory for iPhone devices in the first quarter of the current year. Notably, Samsung Electronics has implemented a price hike exceeding 80%, whereas SK Hynix's price increase is nearing the 100% mark.