Apple may be stockpiling mobile DRAM to outmaneuver rivals in a tight market

Reports say Apple is buying large shares of available mobile DRAM at high prices to limit rivals' supply.

Analyst Ming-Chi Kuo said Apple could expand market share by absorbing memory cost increases rather than raising device prices.

MediaTek and Qualcomm cut 4nm chip shipments by 15–20 million units amid higher memory costs and weaker demand.

Samsung raised prices on higher-capacity Galaxy models while Tim Cook cited memory costs and limited TSMC capacity as constraints.