① Sichuan’s first loan for the “Token computing power scenario”; ② Apple and Kioxia signed a long-term NAND supply agreement; ③ AMOLED is advancing the upgrade of its new generation lithography machines.
In September 2026, Apple and Kioxia signed a long-term supply agreement for NAND memory with a term of three to five years and no price limit.
In September 2026, Apple signed a long-term supply agreement (LTA) with Japan’s Kioxia Corporation for NAND flash memory, lasting three to five years with no price cap. This move marked a significant strategic shift in Apple’s procurement of storage chips, shifting from the usual short-term bargaining model to a multi-year contract approach that emphasizes supply stability. Previously, such no-price cap terms were mainly seen in the HBM market and SK Hynix orders; this expansion to traditional DRAM and NAND fields reflects the tight supply of chips due to growing demand for artificial intelligence data centers. The industry’s procurement practices are generally shifting towards long-term contracts, and manufacturers like Samsung Electronics also plan to increase the proportion of long-term contracts. Apple’s move may set a precedent for its future procurement strategies in the LPDDR5X and LPDDR6 mobile storage fields.
In September 2026, Apple and Kioxia signed a long-term supply agreement for NAND memory with a term of three to five years and no price limit.
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2026-09-07
Apple is focusing on supply chain stability
Apple had an advantage in the negotiations before, but this time it has shifted its focus to stable supply rather than simply reducing prices, reflecting the tight supply of chips due to growing demand for artificial intelligence data centers.
2026-09-08
Apple and Kioxia signed a long-term supply agreement for NAND memory with no price limit.
Apple and Japanese company Kioxia signed a long-term supply agreement for NAND flash memory with a term of three to five years and no price limit. Previously, such terms were mainly found in SK Hynix’s HBM market orders; this time it has been extended to the traditional DRAM and NAND fields.
Apple has recently turned to signing a long-term supply agreement for NAND flash memory with Kioxia, with a term of three to five years and no price limit. This move marks a significant shift in its strategy, which has always been known for its strong bargaining power. Previously, long-term supply agreements were mainly focused on HBM, but now they are gradually expanding to DRAM and NAND flash memory. This arrangement was previously only seen in SK Hynix’s orders, and potential partners include Samsung, SK Hynix, and Micron. It is likely that Apple is making preparations for future purchases of LPDDR5X and LPDDR6. Apple is scheduled to hold its autumn product launch event on September 9, 2026, at 10 a.m. Pacific Time, under the theme “Surprise and Shine”. This will also be John Ternus’ first appearance as CEO, and it is expected that the new generation of iPhone 18 Pro series and foldable Ultra series phones will be introduced.