Noesion Radarnoesion.ai
Market2026-08-05

Apple told investors on a July 31 earnings call that shortages and price rises for advanced chips, especially memory, will worsen quarter by quarter and continue past September. Surging demand for AI servers among companies and data centres has tightened the memory market, which has only three main suppliers. Apple has already raised some product prices and signed a multiyear custom-chip deal with Broadcom expected to exceed $30 billion.

What changed

Memory costs had been rising since the quarter ended in late December, with constraints hitting mainly the Mac.

  • iPhone growth 22% year to date
  • Mac growth 29% year to date
  • 3 primary DRAM suppliers
  • $30B+ Broadcom chip deal

Sources

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