Apple Forces Record OLED Cuts From Samsung, LG as AI Memory Crisis Hits iPhone Costs - Tech Times

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Every wafer that Samsung, SK Hynix, and Micron convert from mobile DRAM to high-bandwidth memory for an AI data center is a wafer not producing the memory inside your next phone. That arithmetic has left Apple with almost no leverage over the component that is driving up its costs most — memory chips — and a great deal of leverage over the one it is actually squeezing: displays. Industry sources told Kore

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