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by ksec 28 days ago
> Explain....

They are the largest customer. You don't annoy you largest customer. DRAM manufacture don't care whether the RAM are for Laptop or Phone. And Samsung + Apple combined is nearly 50% of the phone market. The rest are split up between many Chinese companies.

It may be surprising to some having a short / long term contract of DRAM may actually be more expensive than spot price of DRAM. Smaller manufacture likes to take advantage of spot price, since their shipment are usually volatile. Compare to Apple which has been shipping their products and selling them like clock work. Hence Apple will need these contract signed to have guarantee of supply.

And when you are the largest customer for all three DRAM manufactures, they get to play the game better than anyone else.