Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly
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Ripple effect: In the run-up to the launch of the foldable iPhone Ultra, iPhone 18, and iPhone 18 Pro, Apple and its assemblers are working to secure enough mobile DRAM. Apple leans heavily on Micron for these chips and also buys from SK Hynix and Samsung. People involved say they still expect to meet initial demand, but they worry online wait times could stretch and store inventory could run out quickly if the shortage continues.
Apple's next iPhones are built around a new chip and packaging setup that pairs the A20 Pro processor with high-performance DRAM at the wafer level, and that packaging step is being slowed by a tight memory market, according to sources who spoke with Taipei-based journalist Tim Culpan.
The core of the new lineup is the A20 Pro...
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