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Shortage of DRAM could limit iPhone 18 Pro availability at launch – GSMArena.com news
Continuing the thread of yesterday's report that Apple is short on DRAM for its upcoming iPhones, there's more to the story. Apple could likely have limited iPhone 18 Pro and 18 Pro Max availability at launch.
Per Culpium, the iPhone 18 Pro models and the foldable iPhone Ultra will use the new A20 Pro SoC, based on TSMC's N2 node. TSMC has reportedly been able to progress well with volume and yields, but wafers are piling up waiting for DRAM to be packaged on the chips. Apple is scrambling to supply DRAM from Micron, SK Hynix, and Samsung, and is even exploring Chinese-sourced avenues like CMXT. Waiting for DRAM could cause delays when the new iPhone models arrive in a few weeks.
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Apple’s iPhone 18 Pro, iPhone 18 Pro Max, and foldable ‘iPhone Ultra’ likely to sell out fast due to memory shortages
Apple and its suppliers are scrambling to secure enough DRAM (mobile memory chips) ahead of the expected September 2026 launches of the iPhone 18 series and the foldable iPhone Ultra, according to semiconductor analyst Tim Culpan’s exclusive reporting for Culpium.
With under six weeks to the anticipated debut, assemblers are rushing shipments of DRAM. Apple primarily sources from Micron, with additional supply from SK Hynix and Samsung. Severe shortages due to RAMageddon have left processor wafers sitting idle, awaiting packaging—creating pressure to avoid launch shortages.
The issue stems from Apple’s A20 Pro chips (built on TSMC’s 2nm process), which use Wafer-Level Multi-Chip Module (WMCM) packaging that integrates the processor and DRAM at the wafer level. This means DRAM must be available for packaging; unfinished dies cannot simply be stockpiled and completed later. Reports indicate TSMC is holding roughly $1 billion worth of unpackaged Apple processors delayed by the missing memory.
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