Bearish
TSMC's stock drops 0.96% to $426.35 amid global memory shortage affecting Apple chips.
TSMC's stock declined by 0.96% to $426.35, influenced by a global LPDDR5X memory shortage impacting Apple chip production. Approximately $1 billion worth of Apple A20 Pro chips are awaiting DRAM delivery, delaying final assembly. This shortage may lead to thinner initial inventory and extended delivery timelines for upcoming Apple devices.
Key points
- TSMC's stock falls 0.96% to $426.35 amid global memory shortage.
- $1 billion in Apple A20 Pro chips at TSMC awaiting DRAM delivery.
- Apple plans to ship around 200 million units of the upcoming iPhone.
Sources
- TSMC reportedly has $1 billion of Apple chips awaiting delivery of DRAM — will this be what powers the iPhone 18 Pro?TechRadar · August 10, 2026
- US lawmaker wants gov't to enforce regulation to ensure 'chipmakers conduct adequate due diligence on their customers' — House member calls for Biden-era export control to be enforcedTom's Hardware · August 11, 2026
AI-generated from public news sources. Not financial advice.
