Apple has agreed to pay double the fee for Samsung’s LPDDR5X reminiscence chips required for the continued iPhone 17 manufacturing.
In accordance with a report from the Korean outlet Dealsite, Apple not too long ago held emergency conferences with Samsung’s semiconductor division to barter RAM supply volumes for the primary half of this yr. The 12GB LPDDR5X modules used within the iPhone Air and iPhone 17 Professional have already roughly doubled in value since early 2025.
Reportedly, Samsung initially deliberate to push for a 60 per cent value enhance on the LPDDR5X modules that had been provided to Apple. Nonetheless, Samsung as a substitute opened with a 100 per cent markup as a negotiating tactic, and Apple apparently accepted it on the spot.
Whereas it appears odd for Apple to panic-buy RAM chips at such a excessive markup, it does go to indicate how the RAM scarcity is affecting even the highest producers within the smartphone enterprise. As MacRumors identified, chipmakers like SK Hynix and Micron have been redirecting manufacturing capability in direction of high-bandwidth reminiscence for AI servers, leaving RAM meant for cell phones in actually quick provide.
Apparently, Samsung itself isn’t proof against the continued scarcity both. The report additionally says that preliminary Galaxy S26 manufacturing makes use of a cut up of LPDDR5X between its semiconductor division and Micron. As anticipated, each suppliers are reported to be steeply growing costs after the primary batch of chips.
Samsung raised costs on the Galaxy S26 sequence in lots of markets, although in Canada, it supplied a small value lower. The bottom 256GB storage mannequin for the S26, S26+ and S26 Extremely prices lower than the equal S25 mannequin (e.g. the S26 Extremely is $1,899.99 whereas the S25 Extremely was $1,918.99). Nonetheless, Samsung additionally eradicated the lower-cost 128GB variant and raised the costs of the upper 512GB and 1TB storage tiers.
Supply: Dealsite through MacRumors
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