LPDDR, historically phone memory, is being pulled into data centers at scale via the new SOCAMM2 form factor, forcing Apple to compete for its primary memory type against higher-margin AI buyers. NVIDIA's Vera Rubin platform, Meta's production workloads, and AMD's EPYC "Verano" server CPU in 2027 are adopting LPDDR5X, with JEDEC standardizing it as JESD328. This structural shift is driven by LPDDR5X's one-third lower power consumption than DDR5 and its superior capacity for agentic AI inference workloads.
Apple's long-standing memory supply leverage is now directly challenged by AI server demand for LPDDR, shifting pricing power to memory suppliers.