$AAPL is paying roughly $70 per 12GB LPDDR5X RAM chip for its iPhone 17 lineup
Up from the $25–29 range at the beginning of 2025
As long-term contracts are renegotiated at much higher prices, memory companies’ earnings will continue soaring
$MU $SSNLF $HXSCL
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$AAPL is paying roughly $70 per 12GB LPDDR5X RAM chip for its iPhone 17 lineup
Up from the $25–29 range at the beginning of 2025
As long-term contracts are renegotiated at much higher prices, memory companies’ earnings will continue soaring
$MU $SSNLF $HXSCL