Apple warns of iPhone chip squeeze as DRAM prices tipped to jump up to 95% — Micron Technology back in spotlight
Apple warned analysts that its March-quarter results will be limited by supply issues, specifically with advanced processors from TSMC. The company is also facing shortages in storage and memory components. CEO Tim Cook pointed to constraints in “advanced node capacity,” while CFO Kevan Parekh said the guidance is based on their “best estimates of constrained supply.” The warning comes as the memory market tightens again. On Monday, TrendForce raised its forecast for conventional DRAM contract prices, now expecting a 90% to 95% surge in the January–March quarter compared to the previous one. The firm pointed to “persistent AI and data center demands” that are tilting bargaining power toward suppliers. DRAM, or dynamic random access memory, serves as the working memory