POPA Recon[Ddaily] CXMT rejects request for DRAM unit price reduction
[Ddaily] CXMT rejects request for DRAM unit price reduction • Apple's request for a price reduction was rejected during DRAM supply price negotiations with CXMT. • CXMT maintains a higher unit price than Samsung Electronics and SKHynix. • CXMT does not give in to Apple's demands by securing supplies from Chinese IT companies. • Due to the supply shortage of general-purpose DRAM, Korean companies have the upper hand in price negotiations. • Samsung Electronics and SK Hynix are expected to increase operating profit margin by focusing on HBM and AI memory lineup. ❓Operating profit ratio: The ra…
The excerpt is quoted from a public Telegram channel, which owns its text.