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Digitimes September 16, 2026 By DIGITIMES neutral

Apple reportedly accepts Samsung's 1Q27 memory hike, raising the 2027 smartphone cost floor

SamsungAppleAI / LLMMemorySupply Chain
Apple's acceptance of sharply higher Samsung Electronics memory prices for early 2027 is putting a number on the cost of the AI boom for smartphones. The reported agreement comes just days after Apple limited the iPhone 18 Pro price increase to US$100, highlighting its willingness to absorb part of a historic rise in memory costs to defend shipments and market position.
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