Apple locks in long-term supply contracts as memory costs surge amid AI build-out

Analyst Luke Lin said Apple is hoarding supplies through long-term contracts while Intel reverts from 18A back to Intel 3, as soaring memory costs and AI infrastructure spending strain supply chains.

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2026-11-09 01:46 · DigiTimes Asia
Podcast highlights: Apple hoards supplies via long-term contracts; Intel reverts 18A to Intel 3

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