Memory Cost Surges by $57: How Are AI Giants' Chip-Grabbing Trends Affecting the Profit of iPhone 18?
The explosive growth of the artificial intelligence industry is putting pressure on the consumer electronics supply chain, with Apple being significantly affected. Memory chip prices have surged, with DRAM potentially tripling by the end of the year compared to last year, and NAND flash prices increasing by more than three times. This cost pressure will be reflected in the entry-level iPhone 18 released this fall.