68
Markets1h 41m ago

Apple’s Siri AI features are projected to necessitate a minimum of 12GB LPDDR5X RAM for the iPhone 18 lineup, intensifying demand and worsening the existing memory crisis.

not specified

Who
Apple, Samsung, SK hynix, Micron, KB Securities, Ming-Chi Kuo
What
Apple’s Siri AI features are projected to necessitate a minimum of 12GB LPDDR5X RAM for the iPhone 18 lineup, intensifying demand and worsening the existing memory crisis.
When
Tue, 16 Jun 2026 11:07:26 GMT · 1h 41m ago
Where
not specified ·
Why
The increased memory requirements for Apple's Siri AI and projected iPhone 18 shipments of 250 million units in 2027 will contribute to a supply choke in the DRAM market.
The Frontline Impact

How this affects you

The surging demand for DRAM driven by Apple's Siri AI and iPhone production will further tighten global memory supply, potentially leading to higher prices for consumers and creating a difficult market for Apple's competitors without diverse revenue streams to absorb increased costs.

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