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Apple is scrambling to secure mobile DRAM for the iPhone 18 Pro and foldable iPhone Ultra, with roughly $1 billion in unpackaged A20 Pro processors sitting idle at TSMC awaiting memory. The shortage stems from AI infrastructure spending eating into global DRAM supply.
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9to5Mac leads with the price hike’s financial fallout, while TechSpot focuses on the technical DRAM bottleneck, downplaying consumer cost impact.
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