ChangXin Storage
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- AI Memory Demand Puts Pressure on Apple’s Supply Chain
A TMTPost analysis cites a Chinese internet report that Apple sought a lower LPDDR5X price from ChangXin Storage but was refused. The article presents the claim as the backdrop for a broader shift in Apple’s supply-chain position as AI infrastructure absorbs memory capacity. Citing TrendForce, it says LPDDR5X contract prices rose 78% to 83% in the second quarter as manufacturers shifted production toward HBM and other server products. It also cites Ming-Chi Kuo’s forecast that tight LPDDR supply could reduce Apple’s A20 chip supply by 10% to 20%, and TrendForce’s estimate that storage could account for about 34% of iPhone 18 Pro material costs.
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