X @郭明錤 (Ming-Chi Kuo)

A few quick thoughts on Apple/iPhone memory price hikes:1. The 1Q26 LPDDR price hikes mentioned in the news are pretty close to what I’ve heard. NAND flash increases, however, are a bit lower.2. iPhone memory pricing is now negotiated quarterly instead of every six months, so expect another hike in 2Q26. Right now, the 2Q26 QoQ increase looks similar to 1Q26.3. For most non-AI brands, even if you’re willing to pay up, there’s no guarantee you’ll get the supply. The fact that Apple can lock in a deal like th ...