NuAxiSemiconductor trade intelligence
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging
What happened
Apple and its manufacturing partners are scrambling to secure mobile DRAM as about US$1 billion worth of next-generation chips await packaging due to memory shortages. This supply constraint is hindering the production timeline for the upcoming iPhone 18 lineup. Bullish: The DRAM shortage is expected to support prices and intensify competition in the mobile memory market.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
DRAMMobile DRAM
shortageprice-hikeproduction-delay
Source and time
Source: DigiTimes Asia · 8/6/2026 · View original source
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