Samsung's semiconductor division is making money hand over fist due to the AI-driven demand for memory chips. The company let out feelers that it was willing to source memory from China's CXMT. While reports suggest that CXMT is willing to supply Apple with memory chips, it's asking for prices that are even higher than Samsung's. Those companies have their own AI infrastructure needs, and since they can't easily tap into global memory supply chains, CXMT is their only reliable alternative. For Apple, holding iPhone prices flat while memory costs rise is a margin management decision.