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.
Global memory supply growth, including DRAM and NAND, is expected to slow significantly in 2026 as production capacity is increasingly directed toward high-bandwidth memory used in artificial intelligence infrastructures rather…
