Apple has reportedly agreed to pay Samsung even higher prices for RAM and storage chips starting in the first quarter of 2027, according to a report by DigiTimes this week, citing an earlier report by Chinese publication Jiemian News. The development comes at a time when the global chip market is facing significant challenges, largely due to rising demand from artificial intelligence companies and other tech giants.
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Apple has reportedly agreed to pay nearly $2 per GB for DRAM and $0.33 per GB for NAND storage. That’s a 30% to 40% increase in prices for these chips compared to what Apple paid in the third quarter of 2026, according to DigiTimes. The increase reflects growing pressure on the supply chain as chipmakers struggle to meet demand created by the development of new technologies and applications.
This deal could have significant implications for Apple and its consumers. It is unclear whether this reported deal will lead Apple to further increase prices on products like iPhones, iPads, and Macs, or whether the company has already priced the most expensive components in early 2027 at current 2026 prices. If Apple decides to pass on the cost to consumers, this could affect the competitiveness of its products in the market.
AI companies have built massive data centers, leading to a shortage of memory chips that has driven up the prices of RAM and NAND storage chips. The growing demand for computing power and data storage has led to a “storm” in the chip market, with prices rising dramatically. Apple, like other major technology companies, is facing the need to secure sufficient supplies to keep its production at high levels.
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Apple has raised prices on a wide range of products since June, with former CEO Tim Cook calling the increases “inevitable” due to a chip shortage that he likened to a “100-year flood.” The increases reflect the company’s need to adapt to new market conditions while also trying to maintain the quality and innovation that characterizes its products.
In June, Apple raised prices on all Macs and iPads, as well as the Apple TV, HomePod, HomePod mini, and Vision Pro, with many of the increases ranging from $100 to $300. Additionally, the starting price of the iPhone 18 Pro is $100 higher in the U.S. compared to the iPhone 17 Pro models, and older iPhone models have also increased in price. These price increases reflect Apple's effort to maintain its profit margins while addressing market challenges.
The agreement with Samsung is critical for Apple, as it ensures access to key components necessary for the production of its products. Samsung, as one of the largest chip suppliers in the world, plays a central role in Apple's supply chain. This partnership is vital for Apple, as it allows it to maintain its production at high levels and meet consumer demand.
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In an era where technology is evolving rapidly, Apple must continue to invest in new technologies and adapt to market changes. The agreement with Samsung is a step in this direction, ensuring the supply of necessary components for its future products. However, the increase in chip prices could affect the company's pricing policy and lead to further price increases for consumers.
