Supply constraints were driven mainly by a lack of advanced-node capacity for producing Apple’s systems-on-a-chip.
Apple warns memory costs rising through 2026 due to advanced-node constraints driven by AI demand and stronger-than-expected iPhone/Mac sales (+22%/+29%). For tech managers, extended DRAM scarcity signals multi-quarter capex pressure on device refresh budgets.
An article from
Dive Brief
Supply constraints were driven mainly by a lack of advanced-node capacity for producing Apple’s systems-on-a-chip.
Published Aug. 5, 2026
The Apple company logo hangs above an Apple retail store in Chicago, Illinois. Apple has faced memory shortages as demand for AI servers has surged among enterprises and data centers.
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