Apple Price Increases Turn Spotlight on Memory Chip Shortages After Goldman Trims Smartphone View
Goldman Sachs slashed 2026-27 global smartphone shipment forecasts as surging memory-chip costs force Apple to raise prices, signaling even top-tier brands can’t absorb the AI-driven chip squeeze; Micron’s June 24 earnings now stand as a crucial test for the memory rally’s momentum, with Gartner warning soaring memory prices could cut 2026 smartphone shipments by 8.4% and push prices up 13% versus 2025.