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Exclusive | Apple to Raise Prices Due to Memory Chip Crunch, Tim Cook Says - WSJ

Apple's Siri AI push is reshaping memory chip supply chains. 12GB DRAM requirements for AI features are now driving price increases across the industry.

Paper-cut illustration of an amber microchip with circuit paths extending into a row of data-center cabinets.
The infrastructure powering AI.AI illustration by KeyNews
The KeyNews take

Why it matters

Apple's on-device AI ambitions are creating immediate infrastructure bottlenecks in DRAM production, forcing price hikes and signaling broader compute capacity constraints as AI adoption scales to consumer hardware.

The key facts

10 to know
  1. Apple raising prices due to memory chip crunch

  2. Siri AI push requires 12GB DRAM baseline

  3. Samsung and SK Hynix demand spike from Apple's AI feature rollout

  4. iPhone 18 base model will include 12GB RAM for AI capabilities

  5. Published June 17, 2026 — indicates future trajectory of AI-driven hardware requirements

  6. Apple demanding 12GB DRAM base-line for iPhone 18 to support Siri AI features

  7. Memory chip crunch affecting Samsung and SK Hynix production

  8. Price increases expected due to supply constraints

  9. On-device AI compute driving hardware upgrade cycle

  10. Base model iPhone 18 requires 12GB RAM (vs. prior generations)

Go to the source

Reuters Technologynews.google.com

Publisher excerpt: Exclusive | Apple to Raise Prices Due to Memory Chip Crunch, Tim Cook Says WSJ Apple's Siri AI push drives 12GB DRAM demand for Samsung and SK Hynix digitimes iPhone 18 RAM upgrade confirmed again along with good news about its price - GSMArena.com news GSMArena.com Base model iPhone 18 very likely…
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