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Apple’s iPhone 18 Pro Supply Threatened by DRAM Shortage

8/9/2026

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Summary

Story summary

Apple faces a DRAM shortage that could curb iPhone 18 Pro supply at launch.
About $1 billion of finished A20 Pro chips sit at TSMC awaiting missing mobile DRAM because the wafer-level process needs DRAM during packaging.
Assemblers expect roughly 200 million units of the iPhone 18 Pro, iPhone Ultra and iPhone 18, showing the scale of the impact.
CEO Tim Cook described the constraints as “very significant” during the July 30 earnings call.

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Story summary

Apple faces a DRAM shortage that could curb iPhone 18 Pro supply at launch.
About $1 billion of finished A20 Pro chips sit at TSMC awaiting missing mobile DRAM because the wafer-level process needs DRAM during packaging.
Assemblers expect roughly 200 million units of the iPhone 18 Pro, iPhone Ultra and iPhone 18, showing the scale of the impact.
CEO Tim Cook described the constraints as “very significant” during the July 30 earnings call.