Bearish
TSMC's stock drops 0.96% to $426.35 amid DRAM supply delays affecting Apple chips.
TSMC's stock declined by 0.96% to $426.35, influenced by a $1 billion backlog of Apple A20 Pro chips awaiting DRAM delivery. This delay stems from Apple's shift to TSMC's Wafer-Level Multi-Chip Module (WMCM) process, which integrates logic and DRAM at the wafer level, requiring DRAM availability upfront. The global LPDDR5X memory shortage, driven by AI infrastructure demand, has strained supply chains, potentially impacting the iPhone 18 Pro's launch and initial inventory levels.
Key points
- TSMC's stock falls 0.96% to $426.35 amid DRAM supply delays.
- $1 billion worth of Apple A20 Pro chips at TSMC await DRAM delivery.
- Global LPDDR5X memory shortage affects Apple and TSMC's production schedules.
Sources
AI-generated from public news sources. Not financial advice.
