Apple’s mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News 1 referenced KB Securities, stating that mobile DRAM prices exceeded expectations in the fourth quarter of 2025, rising more than 20% quarter-over-quarter. To optimize AI functions, Apple plans to expand the 12GB capacity previously limited to iPhone Pro and Pro Max high-end models to standard models starting with the second half of 2026’s iPhone 18 series.
Apple and Tesla orders fuel Samsung’s recovery
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Oct