Apple Has Secured Access To NAND Through Q1 2026, Continues To Negotiate DRAM Access, TSMC To Offer Favorable Pricing

Apple has managed to stage a major coup by securing access to sufficient NAND resources through Q1 2026 while negotiating favorable pricing from TSMC. Meanwhile, negotiations on DRAM access continue, and are likely to yield a significant sequential price hike, leading to a cost increase of around 30 percent for Apple's next-gen A20 chips. Morgan Stanley: Apple's A20 chips will cost 30 percent more than the A19 chips Morgan Stanley has just concluded its Taiwan-based supply chain checks and has come away with some very interesting tidbits regarding the dynamics surrounding Apple silicon. After all, as one of the most […]

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