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Faced with the repercussions of U.S. export restrictions, Apple found itself compelled to sever ties with YMTC, a Chinese NAND flash memory producer, and pivot towards South Korean suppliers. Yet, the worldwide spike in memory and flash memory costs has put a considerable dent in the iPhone's profit margins. Analysis reveals that Apple is now shelling out up to $70 for a solitary 12GB LPDDR5X memory chip, with expenses on an upward trajectory. In light of this, Apple is mulling over the idea of reinstating YMTC as a NAND flash memory provider for iPhones, albeit with supplies earmarked exclusively for models destined for the Chinese market. This strategic move aims to bolster profit margins while striking a delicate balance between catering to the Chinese market and navigating the policy sensitivities of the U.S. government.
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