Apple Allegedly Agrees to Kioxia's Increased Flash Memory Prices and Quarterly Adjustments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 16 2026
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Source: aastocks
Apple's Contract with Kioxia: Apple has reportedly agreed to contract terms with Kioxia due to tight supply and rising prices of storage chips, with Kioxia's stock experiencing a slight dip.
Price Increase for NAND Flash Memory: Kioxia plans to double the unit procurement price of its NAND flash memory starting from the first quarter of 2026, with quarterly adjustments based on market conditions.
Impact on Apple: Despite securing a short-term supply contract, Apple may still face ongoing cost pressures from the rising prices of NAND flash memory.
Market Conditions: The adjustments in NAND prices indicate potential volatility in the market, which could affect Apple's supply chain and pricing strategies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
