Apple's upcoming iPhones are expected to carry higher prices due to a severe global memory chip shortage, marking a reversal of decades-long cost declines in consumer electronics. The memory crunch has become so prominent that terms like 'memory prices' and 'memory shortage' appeared in 473 company earnings transcripts last quarter, according to AlphaSense data.
Background
The global memory chip shortage has been driven by surging demand from data centers, AI infrastructure, and automotive sectors, compounded by supply chain disruptions. This trend is expected to persist through 2025, affecting not just Apple but the broader consumer electronics industry.
- Source
- The Verge
- Published
- Sep 7, 2026 at 08:00 PM
- Score
- 7.0 / 10