Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly

Aug 6, 2026 · 6:23 AM UTC ·4 min read · 0 reactions · 0 comments · 9 views

#technology #semiconductors #supply-chain #mobile #apple

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Apple's A20 Pro chip production is proceeding smoothly on TSMC's N2 node, but the packaging step is delayed by a shortage of mobile DRAM. The lack of DRAM is causing TSMC to hold roughly $1 billion worth of finished Apple processors awaiting memory integration. This bottleneck could extend wait times and limit early inventory for the upcoming iPhone Ultra, iPhone 18, and iPhone 18 Pro models.

Key facts

▪Apple's A20 Pro chips are being produced on TSMC's N2 node with good yields and volumes.
▪The chips require DRAM packaging via TSMC's wafer-level multi-chip module process, which is currently constrained by limited DRAM supply.
▪TSMC is holding about $1 billion of Apple processors that are ready on silicon but cannot proceed without DRAM.
▪Apple plans to produce around 200 million units of the new iPhone lineup, with less than 10% being the foldable Ultra model.

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Publication time	Thu, 6 Aug 2026 01:23 -0500
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Hardware Apple iphone memory Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly TSMC is sitting on $1 billion worth of finished iPhone chips with nowhere to go By Skye Jacobs August 6, 2026, 1:23 Add TechSpot Serving tech enthusiasts for over 25 years. TechSpot means tech analysis and advice you can trust. Ripple effect: In the run-up to the launch of the foldable iPhone Ultra, iPhone 18, and iPhone 18 Pro, Apple and its assemblers are working to secure enough mobile DRAM. Apple leans heavily on Micron for these chips and also buys from SK Hynix and Samsung. People involved say they still expect to meet initial demand, but they worry online wait times could stretch and store inventory could run out quickly if the shortage continues.

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