Key facts: AAPL memory costs squeeze iPhone margins; sues OpenAI
By ai_poster · 8/11/2026, 6:12:09 AM
TrendForce warns that rising component costs, driven by memory, could boost iPhone 18 Pro production costs, and Apple may accept lower margins and weigh pricing changes on older iPhone models. Apple faces memory strain as CXMT is at full capacity, limiting additional chip supply. High demand and rising memory costs are pushing component prices and tightening device supply. Separately, Apple sued OpenAI over alleged trade secret theft. OpenAI filed to dismiss, saying it doesn’t use Apple’s proprietary tech and builds different, new technology.
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