Apple might soon be paying more for a critical component in its devices. It seems the tech giant’s long-term supply deals for DRAM memory chips with Samsung and SK Hynix are expiring. The Korean suppliers are planning to raise their prices starting in 2026.
The big question is whether Apple will absorb these higher costs or pass them on to consumers. If the increase is significant, a wide range of future products could see price hikes or cost-cutting adjustments elsewhere. This list includes the anticipated iPhone 18 series, a potential “iPhone Fold,” and next-generation MacBooks like the M5 Air and a redesigned M6 Pro.
This isn’t just an Apple issue. The entire memory market is tightening. Major producers like SK Hynix are shifting their focus and factory capacity toward high-profit chips for AI systems, leaving less room for growth in the standard DRAM used in phones and computers. Analysts at TrendForce warn of notable memory price increases in early 2026, which could even lead smartphone makers to put less RAM in mid-range models to control costs.
For Apple, the expiration of its old contracts means it’s entering a seller’s market for memory, likely resulting in tougher negotiations and higher bills.
