E193 - Is Apple DOWNGRADING the iPhone 18 Due to Memory Shortage?

On this week's episode of The MacRumors Show, we talk through how the global memory shortage is forcing Apple's hand across multiple key products, killing configurations, delaying launches, and prompting spec decisions that would have seemed unlikely a year ago.

The pressure originates outside Apple's control. JPMorgan analysis cited by the Financial Timesfound that memory could account for as much as 45% of an iPhone's component costs by 2027, up from around 10% today. Companies like Nvidia are reportedly outbidding consumer electronics makers for limited DRAM supply from Samsung, SK Hynix, and Micron, while cloud firms are locking in capacity...