Apple faces pressure as Samsung hikes up DRAM prices
DRAM price surges (Samsung +80%, SK Hynix +100%) will raise 2026 device costs, likely forcing higher retail prices including for Apple's iPhone 18 series.
Apple is losing its grip on the world's tech supply chain
AI companies and cloud giants are displacing Apple as the dominant customer in the tech supply chain, shifting supplier power to Nvidia and hyperscalers.
230 percent higher DRAM costs affect iPhone 17 production
Apple faces sharply rising DRAM costs—12GB LPDDR5X chips jumped from $25–$29 to about $70—pressuring iPhone 17 margins and risking higher future prices.
Is Apple Giving Intel's Foundry Ambitions a Much-Needed Boost?
Apple may use Intel's 18A process for low-end M-series chips starting in 2027, potentially validating Intel's foundry and diversifying Apple's supply chain.