Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient

DIGITIMESSeptember 9, 2026en

Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory manufacturers. Facing a severe structural shortage driven by the AI infrastructure boom, the company has reportedly signed a long-term supply agreement (LTA) for NAND flash memory, prioritizing volume guarantees over cost suppression.

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