When Apple debuts the next generation of iPhones this week, they're likely to come with an unwanted change: a higher price tag. A price hike from the supply-chain powerhouse would be the clearest sign yet that soaring me...
By Nexvoro Tech Wire
PUBLISHED MON, SEP 7, 2026 3:18 PM UTC • 6 MIN READ
Primary Journalistic Dispatch & Direct Reporting
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In-Depth Developments & Factual Context
Soaring RAM costs are driving up prices across the tech industry. It may take years to settle down.
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Industry Impact & Strategic Analysis
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Soaring RAM costs are driving up prices across the tech industry. It may take years to settle down.
Forward Outlook & Market Perspective
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When Apple debuts the next generation of iPhones this week, they're likely to come with an unwanted change: a higher price tag. A price hike from the supply-chain powerhouse would be the clearest sign yet that soaring memory costs have become unavoidable - with no end to the memory crunch in sight.
Call it " chipflation " or " RAMageddon ." The shortage is reversing a decades-long decline in memory costs that helped make consumer electronics more powerful without making them dramatically more expensive. The terms "memory prices" and "memory shortage" appeared in 473 company transcripts last quarter, according to data provided by AlphaSense . The entire industry is seemingly working on the problem. And yet, we're years away from seeing it fixed.
The common wisdom is that AI is at fault: The technology isn't just contributing to higher energy prices and layoffs; it's also helping drive up the cost of everything from smartphones to game consoles.
But the shortage was brewing well before ChatGPT took off - and was then amplified by AI's unending hunger for RAM. The current market is the product of a complicated and very profitable reshuffling of the memory industry within a system that was already failing to keep up.
"We need to build more wafer capacity," Manish Bhatia, president and COO of Micron - one of the three largest memory manufacturers - told The Verge . "[It's] a very different challenge for the industry than it had been for many years before, where technology alone was able to keep up with the demand."
Reporting synthesized and verified under Nexvoro.tech editorial guidelines. Full primary records referenced via The Verge.
Reporting synthesized under Nexvoro.tech Editorial Standards • Referenced via The Verge
Verified Dispatch