Apple Reportedly Signs NAND LTA Agreement, Kioxia May Be Candidate
· Source: tradingkey.com
In short
Apple is reportedly close to signing a long-term agreement for NAND flash memory, potentially with Kioxia as the primary supplier. This move aims to secure supply chain stability and mitigate price volatility driven by rising AI memory demand. Apple is also exploring alternative suppliers to diversify risks amid geopolitical and pricing challenges.
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Tags: NAND, memory, supply, Apple, Kioxia