Apple faces heightened supply squeeze with U.S. curbs on China memory chips, MarketWise reports

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25.08.2026

Apple faces heightened supply squeeze with U.S. curbs on China memory chips, MarketWise reports — AI demand lifts memory prices 500 percent

Apple urgently needs memory chips as soaring AI demand has driven memory prices up 500 percent in the past year.

However, U.S. government restrictions on sourcing chips from China are intensifying the supply crunch for smartphone and PC manufacturers. This market dynamic could benefit U.S. chipmakers, as companies seek alternatives to Chinese suppliers. The escalating price environment signals increased pressure on device manufacturers to secure reliable memory inventory amidst geopolitical tensions.

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AMD recently announced a $5 billion AI infrastructure deal with Anthropic, positioning itself as a competitor to Nvidia in the sector. Separately, Bitdeer is moving forward with a multibillion dollar upgrade of its mining campus to support AI workloads through a partnership with Anthropic. These developments reflect growing investment in domestic AI and memory infrastructure.

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