Summary
TSMC is reportedly holding approximately $1 billion worth of finished Apple A20 Pro wafers due to a delay in DRAM delivery, which is critical for their new Wafer-Level Multi-Chip Module (WMCM) packaging process. This bottleneck, caused by an AI-related memory shortage, could lead to thinner post-launch inventory and extended delivery estimates for upcoming Apple devices, potentially including the iPhone 18 Pro.
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