Supply Chain Constraints and Cost Pressures
TSMC price increase, memory cost '100-year flood', supply constraints through 2027, Foxconn record July revenue, iPhone 18 Pro DRAM shortage. Margin concerns persist.
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Updated Aug 9, 2026
TSMC price increase, memory cost '100-year flood', supply constraints through 2027, Foxconn record July revenue, iPhone 18 Pro DRAM shortage. Margin concerns persist.