DRAM Pricing Power Changes Hands: CXMT Rejects Apple's Price Reduction, DDR4 Spot Prices Stand Firm at $42, Huqiangbei Surges 14% in a Week

South Korea's Digital Daily revealed that CXMT rejected Apple's price reduction requirements for LPDDR5X, insisting on quotes not lower than Samsung and SK Hynix, marking the transfer of pricing power from terminal manufacturers to suppliers. TrendForce data shows DDR4 spot prices standing firm at $42, with Huqiangbei DRAM surging 14% in a week, and storage BOM ratio soaring to 40%-60%. This article provides a panoramic interpretation of the supply-demand logic, capacity pattern, and future tren