Cupertino, California, 2 July 2026 – Apple’s expected push into foldable iPhones is facing a more complicated supply-chain backdrop as global memory shortages, rising chip costs and geopolitical sensitivities around Chinese semiconductor suppliers reshape the smartphone production cycle.
The pressure comes as artificial intelligence demand continues to absorb high-end memory capacity across the technology sector. Data centres and AI servers are consuming more advanced DRAM and NAND supply, leaving consumer electronics companies facing tighter availability, higher input costs and longer planning cycles for new devices.
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