Exclusive: Apple is Scrambling for DRAM Weeks Ahead of Ultra, iPhone 18 Launch
[Exclusive] Severe memory shortages are leaving processor wafers on the shelves awaiting packaging, putting pressure on suppliers to avoid iPhone shortages upon launch
Good Evening from Taipei,
Apple and its suppliers are scrambling to get enough memory chips for its upcoming release of new iPhone models, my sources tell me.
With less than six weeks until the expected debut of the foldable iPhone Ultra as well as the iPhone 18 and iPhone 18 Pro, assemblers are working with Apple to rush shipments of DRAM used in mobile devices, I am told. Apple leans heavily on Micron for DRAM, but also procures from SK Hynix and Samsung.
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Yet another insightful report from you, thank you. I’ll amplify it where I can. Thanks again