--- title: "The great memory panic of 2026" url: https://daily.dev/posts/the-great-memory-panic-of-2026-rpgm99e5x source_url: https://asymco.com/2026/05/11/the-great-memory-panic-of-2026 type: article source: "Hacker News" published: 2026-05-14T06:32:29.750Z updated: 2026-05-14T09:31:15.371Z tags: ["apple", "hardware", "supply-chain"] reading_time: 6 upvotes: 0 comments: 0 language: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # The great memory panic of 2026 **[Hacker News](https://daily.dev/sources/hn)** · 6 min read · 0 upvotes · 0 comments ## Summary Memory prices are spiking dramatically in 2026, potentially rising from 15% to 40% of device bill-of-materials costs. Apple's scale and long-term supplier relationships give it significant leverage to negotiate base-load pricing, while marginal spot prices soar. The analysis argues Apple could use its massive purchasing power to lock up memory supply, squeeze out smaller competitors, and potentially launch a disruptive low-cost iPhone around $499 to capture market share while rivals struggle with component costs. Historical precedents like Apple monopolizing CNC machines and dominating storage supply chains suggest this is a repeatable playbook. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Apple to raise prices as memory chip shortage bites, Tim Cook says](https://daily.dev/posts/apple-to-raise-prices-as-memory-chip-shortage-bites-tim-cook-says-w2xkg79iy) · The Next Web · 1 upvotes · 0 comments - [Smartphone prices set to jump as memory crunch hits consumer tech](https://daily.dev/posts/smartphone-prices-set-to-jump-as-memory-crunch-hits-consumer-tech-sisft6sla) · TechCentral · 0 upvotes · 0 comments --- Tags: [#apple](https://daily.dev/tags/apple), [#hardware](https://daily.dev/tags/hardware), [#supply-chain](https://daily.dev/tags/supply-chain) [View this post on daily.dev](https://daily.dev/posts/the-great-memory-panic-of-2026-rpgm99e5x)