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Apple Faces iPhone Memory Crunch as AI Data Centers Strain Chip Supply

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Apple faces a tightening memory crunch as AI data centers take an expanding share of global chip capacity. Smartphone-memory prices have more than quadrupled, and relief is not expected until late 2027 or 2028. Memory makers prioritize high-bandwidth demand from AI customers, leaving conventional DRAM supply tighter; Apple can leverage buying power but can’t add factories quickly.

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