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business18h ago

Apple can't secure enough chips as iPhone demand surges, memory prices rise

https://www.cnbc.com/2026/01/29/apple-iphone-soc-memory-tsmc.htmlhttps://www.tomshardware.com/pc-components/ram/apple-chasing-memory-supply-to-meet-high-customer-demand-ceo-tim-cook-says-shortage-will-have-a-greater-impact-on-its-q2-earningshttps://www.tomsguide.com/computing/apple-warns-the-ram-crisis-will-have-more-of-an-impact-what-it-means-for-iphone-and-macbook-prices
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Apple can't secure enough chips as iPhone demand surges, memory prices rise Open in Cnbc.com
Highlights
  • Apple says memory shortages, driven by advanced-node SoC limits, are constraining iPhone production and may tighten supply through the next quarter.
  • Analysts say AI workloads could lift memory component prices, adding pressure as Apple grapples with RAM shortages amid strong iPhone demand.
  • Apple projects 13% to 16% YoY revenue growth in the March quarter, while acknowledging constrained iPhone supply will temper gains.

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References

Apple chasing memory supply to meet high customer demand — CEO Tim Cook says shortage will have a greater impact on its Q2 earnings

https://www.tomshardware.com/pc-components/ram/apple-chasing-memory-supply-to-meet-high-customer-demand-ceo-tim-cook-says-shortage-will-have-a-greater-impact-on-its-q2-earningsTomshardware.com
Apple chasing memory supply to meet high customer demand — CEO Tim Cook says shortage will have a greater impact on its Q2 earnings

Apple warns the RAM crisis will have 'more of an impact' — what it means for iPhone and MacBook prices

https://www.tomsguide.com/computing/apple-warns-the-ram-crisis-will-have-more-of-an-impact-what-it-means-for-iphone-and-macbook-pricesTomsguide.com
Apple warns the RAM crisis will have 'more of an impact' — what it means for iPhone and MacBook prices

Chip Shortages Are Affecting Apple's Ability to Make Enough iPhones

https://www.cnet.com/tech/mobile/memory-prices-shortages-affecting-apple-iphones/Cnet.com
Chip Shortages Are Affecting Apple's Ability to Make Enough iPhones

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