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Apple CXMT memory deal chart showing TrendForce midpoint price increases: conventional DRAM at 57.5 percent in Q1 2026 and 60.5 percent in Q2 2026, NAND at 35.5 percent and 72.5 percent.

Apple CXMT memory deal makes RAM a policy fight now

Apple CXMT memory deal is a supply chain stress test: DRAM prices are up 58 to 63 percent this quarter, making policy risk a BOM risk.

Lars Cornelissen · Jun 28, 2026