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Apple's iPhone China surge masks memory supply shortage
Experts analyze how Apple's iPhone demand surge in China is masking a deeper memory chip supply constraint.
By Stefan Modrich
Originally published by S&P Global Market Intelligence, February 2, 2026.
Apple Inc. reported record quarterly revenue for the end of 2025, but warned that advanced semiconductor constraints will impact product availability well into the spring as memory prices surge across…
This is an excerpt of a subscriber-only S&P Global Market Intelligence article. Read the full article at spglobal.com.
Originally published by S&P Global Market Intelligence, February 2, 2026.
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