The rising memory chip shortage — driven by AI demand and limited supply — threatens to push up costs and slow production for Macs and other devices through the first half of 2026. Memory chips — especially DRAM and NAND flash — are critical components for Macs, and rising prices and constrained supply could impact how Apple and other manufacturers build and price products this year.
Apple is continuing to rely heavily on Samsung for memory components as RAM prices rise across the global semiconductor market. The renewed increase in memory costs follows tightening supply conditions…